FLFS
BE icon

Family Legacy Financial Solutions’s Bloom Energy BE Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-52
Closed -$4.4K – 67
2025
Q3 		$4.4K Hold
52
– – ﹤0.01% 187
2025
Q2 		$1.24K Buy
+52
New +$1.01K ﹤0.01% 218

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return

Family Legacy Financial Solutions's BE Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Bloom Energy (BE) in Q4 2025, closing a stake of 52 shares — an estimated $4.4K sold.

Family Legacy Financial Solutions first reported a position in BE in Q2 2025 and held it in 2 quarters. The position peaked at $4.4K in Q3 2025. 800 funds tracked by Wall St. Rank hold BE as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Bloom Energy position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 52 Bloom Energy shares in Q4 2025, an estimated $4.4K.
  • Family Legacy Financial Solutions first reported a position in Bloom Energy in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Bloom Energy position peaked at $4.4K in Q3 2025.
  • 800 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.