Heritage Wealth Advisors’s Bloom Energy BE Stock Holding History

Heritage 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	$77.8K	Hold	257	–	–	﹤0.01%	287
2026 Q1	$34.8K	Hold	257	–	–	﹤0.01%	374
2025 Q4	$22.3K	Hold	257	–	–	﹤0.01%	397
2025 Q3	$21.7K	Hold	257	–	–	﹤0.01%	372
2025 Q2	$6.15K	Hold	257	–	–	﹤0.01%	452
2025 Q1	$5.05K	Buy	+257	New	+$6.14K	﹤0.01%	457

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 $3.37T AUM 44.26% 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

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

Heritage Wealth Advisors held its Bloom Energy (BE) position steady in Q2 2026 at 257 shares worth $77.8K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Heritage Wealth Advisors first reported a position in BE in Q1 2025 and has held it in 6 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Heritage Wealth Advisors held 257 shares of Bloom Energy worth $77.8K as of Q2 2026.
Heritage Wealth Advisors left its Bloom Energy share count unchanged in Q2 2026.
Bloom Energy made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #287 holding.
Heritage Wealth Advisors first reported a position in Bloom Energy in Q1 2025 and has held it in 6 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.