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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 		$635K Buy
+2,100
New +$538K 0.01% 1377

Other funds holding BE

ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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. 438 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.
  • 438 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.