Shah Wealth Advisors, LLC’s Bloom Energy BE Stock Holding History

Shah Wealth Advisors, LLC’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	$4.84M	Buy	+15,992	New	+$4.1M	1.12%	20

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

ECP

Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Shah Wealth Advisors, LLC's BE Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in Bloom Energy (BE) in Q2 2026: 15,992 shares worth $4.84M. The stake represents 1.12% of the portfolio and ranks #20 among its holdings.

708 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Shah Wealth Advisors, LLC held 15,992 shares of Bloom Energy worth $4.84M as of Q2 2026.
Bloom Energy was a new Shah Wealth Advisors, LLC position in Q2 2026.
Bloom Energy made up 1.12% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #20 holding.
708 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.