IMA Advisory Services’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
$8.17K Buy
27
+8
+42% +$2.05K ﹤0.01% 791
2026
Q1
$2.57K Sell
19
-1
-5% -$147 ﹤0.01% 589
2025
Q4
$1.74K Buy
+20
New +$2.1K ﹤0.01% 685

Other funds holding BE

IMA Advisory Services's BE Position: Q2 2026 in Review

IMA Advisory Services increased its Bloom Energy (BE) stake by 42% in Q2 2026, buying an estimated $2.05K and bringing the position to 27 shares worth $8.17K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

IMA Advisory Services first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • IMA Advisory Services held 27 shares of Bloom Energy worth $8.17K as of Q2 2026.
  • IMA Advisory Services bought 8 Bloom Energy shares in Q2 2026, an estimated $2.05K.
  • Bloom Energy made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #791 holding.
  • IMA Advisory Services first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.