Focus Partners Wealth
BE icon

Focus Partners Wealth’s Bloom Energy BE Stock Holding History

Focus Partners Wealth’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 		$15.7M Buy
51,876
+9,498
+22% +$2.43M 0.02% 577
2026
Q1 		$5.85M Sell
42,378
-902
-2% -$132K 0.01% 885
2025
Q4 		$3.75M Buy
43,280
+11,633
+37% +$1.22M ﹤0.01% 1059
2025
Q3 		$2.68M Buy
31,647
+10,776
+52% +$500K ﹤0.01% 929
2025
Q2 		$499K Buy
20,871
+808
+4% +$15.6K ﹤0.01% 1445
2025
Q1 		$394K Buy
20,063
+251
+1% +$5.99K ﹤0.01% 1449
2024
Q4 		$440K Buy
19,812
+9,547
+93% +$167K ﹤0.01% 1387
2024
Q3 		$108K Buy
+10,265
New +$122K ﹤0.01% 1512

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Focus Partners Wealth's BE Position: Q2 2026 in Review

Focus Partners Wealth increased its Bloom Energy (BE) stake by 22% in Q2 2026, buying an estimated $2.43M and bringing the position to 51,876 shares worth $15.7M. The position accounts for 0.02% of the portfolio, ranked #577.

Focus Partners Wealth first reported a position in BE in Q3 2024 and has held it in 8 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Focus Partners Wealth held 51,876 shares of Bloom Energy worth $15.7M as of Q2 2026.
  • Focus Partners Wealth bought 9,498 Bloom Energy shares in Q2 2026, an estimated $2.43M.
  • Bloom Energy made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #577 holding.
  • Focus Partners Wealth first reported a position in Bloom Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.