EFG
BE icon

Everhart Financial Group’s Bloom Energy BE Stock Holding History

Everhart Financial Group’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285K Buy
+943
New +$242K 0.02% 384

Other funds holding BE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Everhart Financial Group's BE Position: Q2 2026 in Review

Everhart Financial Group opened a new position in Bloom Energy (BE) in Q2 2026: 943 shares worth $285K. The stake represents 0.02% of the portfolio and ranks #384 among its holdings.

185 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Everhart Financial Group held 943 shares of Bloom Energy worth $285K as of Q2 2026.
  • Bloom Energy was a new Everhart Financial Group position in Q2 2026.
  • Bloom Energy made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #384 holding.
  • 185 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.