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Great Valley Advisor Group’s Bloom Energy BE Stock Holding History

Great Valley Advisor Group’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 		$1.86M Buy
6,159
+1,455
+31% +$373K 0.03% 421
2026
Q1 		$638K Buy
+4,704
New +$690K 0.01% 609

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

Great Valley Advisor Group's BE Position: Q2 2026 in Review

Great Valley Advisor Group increased its Bloom Energy (BE) stake by 31% in Q2 2026, buying an estimated $373K and bringing the position to 6,159 shares worth $1.86M. The position accounts for 0.03% of the portfolio, ranked #421.

Great Valley Advisor Group 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.

  • Great Valley Advisor Group held 6,159 shares of Bloom Energy worth $1.86M as of Q2 2026.
  • Great Valley Advisor Group bought 1,455 Bloom Energy shares in Q2 2026, an estimated $373K.
  • Bloom Energy made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #421 holding.
  • Great Valley Advisor Group 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 Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.