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Hennion & Walsh Asset Management’s Bloom Energy BE Stock Holding History

Hennion & Walsh Asset Management’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 		$1.6M Buy
5,274
+2,503
+90% +$641K 0.05% 444
2026
Q1 		$375K Buy
+2,771
New +$407K 0.01% 783

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

Hennion & Walsh Asset Management's BE Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Bloom Energy (BE) stake by 90% in Q2 2026, buying an estimated $641K and bringing the position to 5,274 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #444.

Hennion & Walsh Asset Management 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.

  • Hennion & Walsh Asset Management held 5,274 shares of Bloom Energy worth $1.6M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 2,503 Bloom Energy shares in Q2 2026, an estimated $641K.
  • Bloom Energy made up 0.05% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #444 holding.
  • Hennion & Walsh Asset Management 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 Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.