Forum Financial Management’s Bloom Energy BE Stock Holding History

Forum Financial 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	-5,623	Closed	-$489K	–	407
2025 Q4	$489K	Buy	5,623 +5	+0.1%	+$525	0.01%	485
2025 Q3	$475K	Buy	+5,618	New	+$261K	0.01%	480

Other funds holding BE

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Forum Financial Management's BE Position: Q1 2026 in Review

Forum Financial Management sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 5,623 shares — an estimated $489K sold.

Forum Financial Management first reported a position in BE in Q3 2025 and held it in 2 quarters. The position peaked at $489K in Q4 2025. 982 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Forum Financial Management reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 5,623 Bloom Energy shares in Q1 2026, an estimated $489K.
Forum Financial Management first reported a position in Bloom Energy in Q3 2025 and held it in 2 quarters.
Forum Financial Management's Bloom Energy position peaked at $489K in Q4 2025.
982 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.