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Godfrey Financial Associates’s Bloom Energy BE Stock Holding History

Godfrey Financial Associates’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 		$2.72K Sell
9
-2
-18% -$512 ﹤0.01% 631
2026
Q1 		$1.49K Buy
11
+3
+38% +$440 ﹤0.01% 707
2025
Q4 		$695 Buy
+8
New +$841 ﹤0.01% 805

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

Godfrey Financial Associates's BE Position: Q2 2026 in Review

Godfrey Financial Associates reduced its Bloom Energy (BE) stake by 18% in Q2 2026, selling an estimated $512 and leaving 9 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Godfrey Financial Associates first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Godfrey Financial Associates held 9 shares of Bloom Energy worth $2.72K as of Q2 2026.
  • Godfrey Financial Associates sold 2 Bloom Energy shares in Q2 2026, an estimated $512.
  • Bloom Energy made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #631 holding.
  • Godfrey Financial Associates first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.