HCR Wealth Advisors’s Bloom Energy BE Stock Holding History

HCR Wealth Advisors’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	$415K	Buy	+1,371	New	+$351K	0.04%	177

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

HCR Wealth Advisors's BE Position: Q2 2026 in Review

HCR Wealth Advisors opened a new position in Bloom Energy (BE) in Q2 2026: 1,371 shares worth $415K. The stake represents 0.04% of the portfolio and ranks #177 among its holdings.

1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

HCR Wealth Advisors held 1,371 shares of Bloom Energy worth $415K as of Q2 2026.
Bloom Energy was a new HCR Wealth Advisors position in Q2 2026.
Bloom Energy made up 0.04% of HCR Wealth Advisors's portfolio in Q2 2026, its #177 holding.
1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.