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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
Q3 		$3.03M Buy
10,950
+1,030
+10% +$243K 0.02% 600
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors's BE Position: Q3 2026 in Review

Farther Finance Advisors increased its Bloom Energy (BE) stake by 10% in Q3 2026, buying an estimated $243K and bringing the position to 10,950 shares worth $3.03M. The position accounts for 0.02% of the portfolio, ranked #600.

Farther Finance Advisors first reported a position in BE in Q4 2022 and has held it in 16 quarters since. 34 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Farther Finance Advisors held 10,950 shares of Bloom Energy worth $3.03M as of Q3 2026.
  • Farther Finance Advisors bought 1,030 Bloom Energy shares in Q3 2026, an estimated $243K.
  • Bloom Energy made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #600 holding.
  • Farther Finance Advisors first reported a position in Bloom Energy in Q4 2022 and has held it in 16 quarters since.
  • 34 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.