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BFC Planning, Inc.’s Bloom Energy BE Stock Holding History

BFC Planning, Inc.’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 		$530K Buy
1,751
+213
+14% +$54.6K 0.02% 585
2026
Q1 		$208K Sell
1,538
-1,423
-48% -$209K 0.01% 859
2025
Q4 		$257K Buy
2,961
+834
+39% +$87.6K 0.01% 772
2025
Q3 		$180K Buy
2,127
+500
+31% +$23.2K 0.01% 711
2025
Q2 		$38.9K Sell
1,627
-21
-1% -$407 ﹤0.01% 1221
2025
Q1 		$32.4K Sell
1,648
-189,135
-99% -$4.52M ﹤0.01% 1266
2024
Q4 		$4.24M Buy
+190,783
New +$3.34M 0.35% 52

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
Situational Awareness
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

BFC Planning, Inc.'s BE Position: Q2 2026 in Review

BFC Planning, Inc. increased its Bloom Energy (BE) stake by 14% in Q2 2026, buying an estimated $54.6K and bringing the position to 1,751 shares worth $530K. The position accounts for 0.02% of the portfolio, ranked #585.

BFC Planning, Inc. first reported a position in BE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.24M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • BFC Planning, Inc. held 1,751 shares of Bloom Energy worth $530K as of Q2 2026.
  • BFC Planning, Inc. bought 213 Bloom Energy shares in Q2 2026, an estimated $54.6K.
  • Bloom Energy made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #585 holding.
  • BFC Planning, Inc. first reported a position in Bloom Energy in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Bloom Energy position peaked at $4.24M in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.