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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 		$1.11M Buy
+4,000
New +$945K 0.01% 1064

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.