Exencial Wealth Advisors’s Bloom Energy BE Stock Holding History

Exencial 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 Q1	$285K	Buy	+2,100	New	+$308K	0.01%	492

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Exencial Wealth Advisors's BE Position: Q1 2026 in Review

Exencial Wealth Advisors opened a new position in Bloom Energy (BE) in Q1 2026: 2,100 shares worth $285K. The stake represents 0.01% of the portfolio and ranks #492 among its holdings.

982 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Exencial Wealth Advisors held 2,100 shares of Bloom Energy worth $285K as of Q1 2026.
Bloom Energy was a new Exencial Wealth Advisors position in Q1 2026.
Bloom Energy made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #492 holding.
982 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.