PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Bloom Energy BE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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 Q2	$47.5K	Buy	+157	New	+$40.2K	0.01%	328

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BE Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Bloom Energy (BE) in Q2 2026: 157 shares worth $47.5K. The stake represents 0.01% of the portfolio and ranks #328 among its holdings.

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 157 shares of Bloom Energy worth $47.5K as of Q2 2026.
Bloom Energy was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
Bloom Energy made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #328 holding.
662 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.