EverSource Wealth Advisors’s Bloom Energy BE Stock Holding History

EverSource Wealth Advisors’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	$361K	Buy	1,193 +166	+16%	+$42.5K	0.01%	716
2026 Q1	$139K	Buy	1,027 +242	+31%	+$35.5K	﹤0.01%	1245
2025 Q4	$68.2K	Buy	785 +8	+1%	+$841	﹤0.01%	1530
2025 Q3	$65.7K	Buy	777 +1	+0.1%	+$46	﹤0.01%	1507
2025 Q2	$18.6K	Buy	776 +3	+0.4%	+$58	﹤0.01%	2357
2025 Q1	$15.2K	Buy	773 +484	+167%	+$11.6K	﹤0.01%	1853
2024 Q4	$6.42K	Buy	289 +38	+15%	+$666	﹤0.01%	2234
2024 Q3	$2.65K	Hold	251	–	–	﹤0.01%	2445
2024 Q2	$3.4K	Buy	251 +15	+6%	+$191	﹤0.01%	2359
2024 Q1	$2.63K	Buy	236 +62	+36%	+$682	﹤0.01%	2301
2023 Q4	$2.58K	Buy	174 +100	+135%	+$1.25K	﹤0.01%	2100
2023 Q3	$981	Buy	+74	New	+$1.16K	﹤0.01%	2225

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

EverSource Wealth Advisors's BE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Bloom Energy (BE) stake by 16% in Q2 2026, buying an estimated $42.5K and bringing the position to 1,193 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #716.

EverSource Wealth Advisors first reported a position in BE in Q3 2023 and has held it in 12 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

EverSource Wealth Advisors held 1,193 shares of Bloom Energy worth $361K as of Q2 2026.
EverSource Wealth Advisors bought 166 Bloom Energy shares in Q2 2026, an estimated $42.5K.
Bloom Energy made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #716 holding.
EverSource Wealth Advisors first reported a position in Bloom Energy in Q3 2023 and has held it in 12 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.