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Farther Finance Advisors’s Bloom Energy BE Stock Holding History

Farther Finance 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 		$3M Buy
9,920
+2,178
+28% +$558K 0.02% 567
2026
Q1 		$1.03M Sell
7,742
-1,451
-16% -$213K 0.01% 947
2025
Q4 		$799K Buy
9,193
+1,858
+25% +$195K 0.01% 1023
2025
Q3 		$620K Sell
7,335
-2,873
-28% -$133K 0.01% 963
2025
Q2 		$244K Buy
10,208
+9,739
+2,077% +$189K ﹤0.01% 1297
2025
Q1 		$9.96K Hold
469
– – ﹤0.01% 2740
2024
Q4 		$10.4K Sell
469
-3
-0.6% -$53 ﹤0.01% 2368
2024
Q3 		$5.03K Sell
472
-83
-15% -$985 ﹤0.01% 2641
2024
Q2 		$6.31K Buy
555
+13
+2% +$166 ﹤0.01% 2282
2024
Q1 		$6.36K Sell
542
-165
-23% -$1.81K ﹤0.01% 1955
2023
Q4 		$10.5K Buy
707
+185
+35% +$2.31K ﹤0.01% 1586
2023
Q3 		$6.92K Hold
522
– – ﹤0.01% 1410
2023
Q2 		$8.54K Buy
522
+100
+24% +$1.62K ﹤0.01% 1250
2023
Q1 		$8.41K Buy
422
+395
+1,463% +$8.65K ﹤0.01% 1169
2022
Q4 		$516 Buy
+27
New +$530 ﹤0.01% 1825

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
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

Farther Finance Advisors's BE Position: Q2 2026 in Review

Farther Finance Advisors increased its Bloom Energy (BE) stake by 28% in Q2 2026, buying an estimated $558K and bringing the position to 9,920 shares worth $3M. The position accounts for 0.02% of the portfolio, ranked #567.

Farther Finance Advisors first reported a position in BE in Q4 2022 and has held it in 15 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Farther Finance Advisors held 9,920 shares of Bloom Energy worth $3M as of Q2 2026.
  • Farther Finance Advisors bought 2,178 Bloom Energy shares in Q2 2026, an estimated $558K.
  • Bloom Energy made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #567 holding.
  • Farther Finance Advisors first reported a position in Bloom Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.