Evoke Wealth’s Bloom Energy BE Stock Holding History

Evoke Wealth’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	–	Sell	-2,184	Closed	-$296K	–	71
2026 Q1	$296K	Buy	+2,184	New	+$321K	0.01%	545
2022 Q4	–	Sell	-1,097	Closed	-$22K	–	444
2022 Q3	$22K	Hold	1,097	–	–	﹤0.01%	626
2022 Q2	$18K	Hold	1,097	–	–	﹤0.01%	663
2022 Q1	$26K	Hold	1,097	–	–	﹤0.01%	610
2021 Q4	$24K	Hold	1,097	–	–	﹤0.01%	652
2021 Q3	$20K	Hold	1,097	–	–	﹤0.01%	633
2021 Q2	$29K	Hold	1,097	–	–	﹤0.01%	583
2021 Q1	$30K	Hold	1,097	–	–	﹤0.01%	518
2020 Q4	$31K	Hold	1,097	–	–	﹤0.01%	434
2020 Q3	$20K	Sell	1,097 -299	-21%	-$4.46K	﹤0.01%	474
2020 Q2	$15K	Hold	1,396	–	–	﹤0.01%	507
2020 Q1	$7.3K	Hold	1,396	–	–	﹤0.01%	553
2019 Q4	$10.4K	Buy	+1,396	New	+$6.77K	﹤0.01%	733

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

Evoke Wealth's BE Position: Q2 2026 in Review

Evoke Wealth sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 2,184 shares — an estimated $296K sold.

Evoke Wealth first reported a position in BE in Q4 2019 and held it in 13 quarters. The position peaked at $296K in Q1 2026. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Evoke Wealth reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 2,184 Bloom Energy shares in Q2 2026, an estimated $296K.
Evoke Wealth first reported a position in Bloom Energy in Q4 2019 and held it in 13 quarters.
Evoke Wealth's Bloom Energy position peaked at $296K in Q1 2026.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.