IFP Advisors’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.21M | Sell |
7,315
-2,268
| -24% | -$581K | 0.04% | 459 |
|
|
2026
Q1 | $1.3M | Sell |
9,583
-1,907
| -17% | -$280K | 0.03% | 587 |
|
|
2025
Q4 | $998K | Buy |
11,490
+9,454
| +464% | +$993K | 0.02% | 668 |
|
|
2025
Q3 | $172K | Sell |
2,036
-40
| -2% | -$1.86K | ﹤0.01% | 1364 |
|
|
2025
Q2 | $50.1K | Buy |
2,076
+1,951
| +1,561% | +$37.8K | ﹤0.01% | 2049 |
|
|
2025
Q1 | $2.46K | Sell |
125
-3,789
| -97% | -$90.5K | ﹤0.01% | 3079 |
|
|
2024
Q4 | $87.4K | Buy |
3,914
+2,214
| +130% | +$38.8K | ﹤0.01% | 1538 |
|
|
2024
Q3 | $18K | Sell |
1,700
-1,750
| -51% | -$20.8K | ﹤0.01% | 2184 |
|
|
2024
Q2 | $42.2K | Hold |
3,450
| – | – | ﹤0.01% | 1749 |
|
|
2024
Q1 | $38.8K | Sell |
3,450
-1,030
| -23% | -$11.3K | ﹤0.01% | 1688 |
|
|
2023
Q4 | $66.3K | Hold |
4,480
| – | – | ﹤0.01% | 1428 |
|
|
2023
Q3 | $59.4K | Hold |
4,480
| – | – | ﹤0.01% | 1486 |
|
|
2023
Q2 | $73.2K | Sell |
4,480
-900
| -17% | -$14.5K | ﹤0.01% | 1458 |
|
|
2023
Q1 | $135K | Sell |
5,380
-824
| -13% | -$18K | 0.01% | 1108 |
|
|
2022
Q4 | $155K | Buy |
6,204
+41
| +0.7% | +$805 | ﹤0.01% | 1479 |
|
|
2022
Q3 | $154K | Sell |
6,163
-20
| -0.3% | -$451 | ﹤0.01% | 1569 |
|
|
2022
Q2 | $154K | Hold |
6,183
| – | – | ﹤0.01% | 1434 |
|
|
2022
Q1 | $154K | Buy |
6,183
+580
| +10% | +$11.3K | ﹤0.01% | 1434 |
|
|
2021
Q4 | $122K | Sell |
5,603
-1,870
| -25% | -$47.3K | ﹤0.01% | 1174 |
|
|
2021
Q3 | $141K | Sell |
7,473
-50
| -0.7% | -$1.06K | ﹤0.01% | 1128 |
|
|
2021
Q2 | $201K | Buy |
7,523
+500
| +7% | +$12.1K | ﹤0.01% | 903 |
|
|
2021
Q1 | $189K | Buy |
7,023
+273
| +4% | +$8.9K | ﹤0.01% | 859 |
|
|
2020
Q4 | $195K | Sell |
6,750
-4,760
| -41% | -$102K | 0.01% | 810 |
|
|
2020
Q3 | $207K | Buy |
11,510
+7,910
| +220% | +$118K | 0.01% | 691 |
|
|
2020
Q2 | $29K | Sell |
3,600
-1,000
| -22% | -$7.81K | ﹤0.01% | 1438 |
|
|
2020
Q1 | $25K | Sell |
4,600
-1,000
| -18% | -$8.48K | ﹤0.01% | 1395 |
|
|
2019
Q4 | $36K | Buy |
5,600
+1,500
| +37% | +$7.27K | ﹤0.01% | 1381 |
|
|
2019
Q3 | $14K | Buy |
+4,100
| New | +$30.7K | ﹤0.01% | 1903 |
|
|
2019
Q1 | – | Sell |
-11
| Closed | – | – | 2449 |
|
|
2018
Q4 | $0 | Buy |
+11
| New | +$213 | ﹤0.01% | 3529 |
|
Other funds holding BE
SA
VARA
IFP Advisors's BE Position: Q2 2026 in Review
IFP Advisors reduced its Bloom Energy (BE) stake by 24% in Q2 2026, selling an estimated $581K and leaving 7,315 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #459.
IFP Advisors first reported a position in BE in Q4 2018 and has held it in 29 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.
- IFP Advisors held 7,315 shares of Bloom Energy worth $2.21M as of Q2 2026.
- IFP Advisors sold 2,268 Bloom Energy shares in Q2 2026, an estimated $581K.
- Bloom Energy made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #459 holding.
- IFP Advisors first reported a position in Bloom Energy in Q4 2018 and has held it in 29 quarters since.
- 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.