FFA
BE icon

Founders Financial Alliance’s Bloom Energy BE Stock Holding History

Founders Financial Alliance’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 		$372K Buy
+1,229
New +$315K 0.05% 294
2020
Q4 		– Sell
-300
Closed -$5K – 513
2020
Q3 		$5K Buy
+300
New +$4.48K ﹤0.01% 952

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

Founders Financial Alliance's BE Position: Q2 2026 in Review

Founders Financial Alliance opened a new position in Bloom Energy (BE) in Q2 2026: 1,229 shares worth $372K. The stake represents 0.05% of the portfolio and ranks #294 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in BE as recently as Q3 2020.

Founders Financial Alliance first reported a position in BE in Q3 2020 and has held it in 2 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Founders Financial Alliance held 1,229 shares of Bloom Energy worth $372K as of Q2 2026.
  • Bloom Energy was a new Founders Financial Alliance position in Q2 2026.
  • Bloom Energy made up 0.05% of Founders Financial Alliance's portfolio in Q2 2026, its #294 holding.
  • Founders Financial Alliance first reported a position in Bloom Energy in Q3 2020 and has held it in 2 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.