Finivi Inc
BE icon

Finivi Inc’s Bloom Energy BE Stock Holding History

Finivi Inc’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 		$924K Buy
+3,336
New +$788K 0.44% 52

Other funds holding BE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return

Finivi Inc's BE Position: Q3 2026 in Review

Finivi Inc opened a new position in Bloom Energy (BE) in Q3 2026: 3,336 shares worth $924K. The stake represents 0.44% of the portfolio and ranks #52 among its holdings.

1,130 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Finivi Inc held 3,336 shares of Bloom Energy worth $924K as of Q3 2026.
  • Bloom Energy was a new Finivi Inc position in Q3 2026.
  • Bloom Energy made up 0.44% of Finivi Inc's portfolio in Q3 2026, its #52 holding.
  • 1,130 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Finivi Inc's 13F filing for Q3 2026, filed 13 Oct 2026.