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Foundations Investment Advisors’s Bloom Energy BE Stock Holding History

Foundations Investment Advisors’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 		$1.2M Buy
3,951
+27
+0.7% +$6.92K 0.01% 528
2026
Q1 		$532K Buy
+3,924
New +$576K 0.01% 700

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

Foundations Investment Advisors's BE Position: Q2 2026 in Review

Foundations Investment Advisors increased its Bloom Energy (BE) stake by 0.69% in Q2 2026, buying an estimated $6.92K and bringing the position to 3,951 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #528.

Foundations Investment Advisors first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Foundations Investment Advisors held 3,951 shares of Bloom Energy worth $1.2M as of Q2 2026.
  • Foundations Investment Advisors bought 27 Bloom Energy shares in Q2 2026, an estimated $6.92K.
  • Bloom Energy made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #528 holding.
  • Foundations Investment Advisors first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.