Fortitude Advisory Group’s Bloom Energy BE Stock Holding History

Fortitude Advisory Group’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	$996K	Buy	3,290 +45	+1%	+$11.5K	0.38%	57
2026 Q1	$440K	Hold	3,245	–	–	0.2%	111
2025 Q4	$282K	Hold	3,245	–	–	0.12%	149
2025 Q3	$274K	Buy	+3,245	New	+$151K	0.15%	153
2022 Q2	–	Sell	-3,145	Closed	-$76K	–	315
2022 Q1	$76K	Hold	3,145	–	–	0.04%	407
2021 Q4	$69K	Buy	+3,145	New	+$79.5K	0.03%	447

Other funds holding BE

ECP

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Fortitude Advisory Group's BE Position: Q2 2026 in Review

Fortitude Advisory Group increased its Bloom Energy (BE) stake by 1.4% in Q2 2026, buying an estimated $11.5K and bringing the position to 3,290 shares worth $996K. The position accounts for 0.38% of the portfolio, ranked #57.

Fortitude Advisory Group first reported a position in BE in Q4 2021 and has held it in 6 quarters since. 397 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Fortitude Advisory Group held 3,290 shares of Bloom Energy worth $996K as of Q2 2026.
Fortitude Advisory Group bought 45 Bloom Energy shares in Q2 2026, an estimated $11.5K.
Bloom Energy made up 0.38% of Fortitude Advisory Group's portfolio in Q2 2026, its #57 holding.
Fortitude Advisory Group first reported a position in Bloom Energy in Q4 2021 and has held it in 6 quarters since.
397 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.