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Focused Wealth Management’s Bloom Energy BE Stock Holding History

Focused Wealth Management’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
Q1 		– Sell
-2,000
Closed -$174K – 232
2025
Q4 		$174K Buy
+2,000
New +$210K 0.02% 188
2022
Q4 		– Sell
-5,000
Closed -$1K – 1099
2022
Q3 		$1K Buy
+5,000
New +$113K ﹤0.01% 812

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Focused Wealth Management's BE Position: Q1 2026 in Review

Focused Wealth Management sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 650 shares — an estimated $56.5K sold.

Focused Wealth Management first reported a position in BE in Q4 2025 and held it in 1 quarter. The position peaked at $56.5K in Q4 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Focused Wealth Management reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
  • Focused Wealth Management sold 650 Bloom Energy shares in Q1 2026, an estimated $56.5K.
  • Focused Wealth Management first reported a position in Bloom Energy in Q4 2025 and held it in 1 quarter.
  • Focused Wealth Management's Bloom Energy position peaked at $56.5K in Q4 2025.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.