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FourThought Financial Partners’s Bloom Energy BE Stock Holding History

FourThought Financial Partners’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 		$338K Sell
1,118
-1,318
-54% -$338K 0.03% 255
2026
Q1 		$330K Sell
2,436
-23
-0.9% -$3.38K 0.03% 245
2025
Q4 		$214K Sell
2,459
-26
-1% -$2.73K 0.02% 437
2025
Q3 		$210K Buy
+2,485
New +$115K 0.02% 467

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 $3.38T AUM 44.17% 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

FourThought Financial Partners's BE Position: Q2 2026 in Review

FourThought Financial Partners reduced its Bloom Energy (BE) stake by 54% in Q2 2026, selling an estimated $338K and leaving 1,118 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #255.

FourThought Financial Partners first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • FourThought Financial Partners held 1,118 shares of Bloom Energy worth $338K as of Q2 2026.
  • FourThought Financial Partners sold 1,318 Bloom Energy shares in Q2 2026, an estimated $338K.
  • Bloom Energy made up 0.03% of FourThought Financial Partners's portfolio in Q2 2026, its #255 holding.
  • FourThought Financial Partners first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.