IAM Advisory’s Bloom Energy BE Stock Holding History

IAM Advisory’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	$2.36M	Buy	7,795 +147	+2%	+$37.7K	0.46%	37
2026 Q1	$1.04M	Buy	+7,648	New	+$1.12M	0.23%	61

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

IAM Advisory's BE Position: Q2 2026 in Review

IAM Advisory increased its Bloom Energy (BE) stake by 1.9% in Q2 2026, buying an estimated $37.7K and bringing the position to 7,795 shares worth $2.36M. The position accounts for 0.46% of the portfolio, ranked #37.

IAM Advisory first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

IAM Advisory held 7,795 shares of Bloom Energy worth $2.36M as of Q2 2026.
IAM Advisory bought 147 Bloom Energy shares in Q2 2026, an estimated $37.7K.
Bloom Energy made up 0.46% of IAM Advisory's portfolio in Q2 2026, its #37 holding.
IAM Advisory first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.