Icon Wealth Advisors’s Bloom Energy BE Stock Holding History

Icon 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 Q1	$3.67M	Sell	12,729 -2,000	-14%	-$294K	0.24%	70
2025 Q4	$1.28M	Sell	14,729 -3,805	-21%	-$400K	0.09%	151
2025 Q3	$1.57M	Hold	18,534	–	–	0.11%	138
2025 Q2	$443K	Hold	18,534	–	–	0.03%	260
2025 Q1	$364K	Hold	18,534	–	–	0.03%	264
2024 Q4	$412K	Hold	18,534	–	–	0.03%	245
2024 Q3	$196K	Sell	18,534 -1,000	-5%	-$11.9K	0.02%	362
2024 Q2	$264K	Buy	19,534 +2,000	+11%	+$25.5K	0.02%	293
2024 Q1	$197K	Hold	17,534	–	–	0.02%	339
2023 Q4	$260K	Buy	+17,534	New	+$219K	0.03%	284
2022 Q4	$335K	Sell	17,534 -2,500	-12%	-$49.1K	0.04%	238
2022 Q3	$400K	Buy	+20,034	New	+$451K	0.05%	200

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Icon Wealth Advisors's BE Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Bloom Energy (BE) stake by 14% in Q1 2026, selling an estimated $294K and leaving 12,729 shares worth $3.67M. The position accounts for 0.24% of the portfolio, ranked #70.

Icon Wealth Advisors first reported a position in BE in Q3 2022 and has held it in 12 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Icon Wealth Advisors held 12,729 shares of Bloom Energy worth $3.67M as of Q1 2026.
Icon Wealth Advisors sold 2,000 Bloom Energy shares in Q1 2026, an estimated $294K.
Bloom Energy made up 0.24% of Icon Wealth Advisors's portfolio in Q1 2026, its #70 holding.
Icon Wealth Advisors first reported a position in Bloom Energy in Q3 2022 and has held it in 12 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.