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Huntleigh Advisors’s Bloom Energy BE Stock Holding History

Huntleigh 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 		$442K Sell
1,461
-979
-40% -$251K 0.06% 207
2026
Q1 		$331K Sell
2,440
-1,661
-41% -$244K 0.06% 212
2025
Q4 		$356K Sell
4,101
-4,951
-55% -$520K 0.06% 199
2025
Q3 		$766K Buy
+9,052
New +$420K 0.13% 135

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

Huntleigh Advisors's BE Position: Q2 2026 in Review

Huntleigh Advisors reduced its Bloom Energy (BE) stake by 40% in Q2 2026, selling an estimated $251K and leaving 1,461 shares worth $442K. The position accounts for 0.06% of the portfolio, ranked #207.

Huntleigh Advisors first reported a position in BE in Q3 2025 and has held it in 4 quarters since. The position peaked at $766K in Q3 2025. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Huntleigh Advisors held 1,461 shares of Bloom Energy worth $442K as of Q2 2026.
  • Huntleigh Advisors sold 979 Bloom Energy shares in Q2 2026, an estimated $251K.
  • Bloom Energy made up 0.06% of Huntleigh Advisors's portfolio in Q2 2026, its #207 holding.
  • Huntleigh Advisors first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • Huntleigh Advisors's Bloom Energy position peaked at $766K in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.