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Independent Advisor Alliance’s Bloom Energy BE Stock Holding History

Independent Advisor Alliance’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 		$673K Buy
+2,222
New +$569K 0.02% 574
2026
Q1 		– Sell
-87,794
Closed -$7.63M – 1602
2025
Q4 		$7.63M Buy
87,794
+3,046
+4% +$320K 0.19% 84
2025
Q3 		$7.17M Buy
+84,748
New +$3.94M 0.19% 87

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

Independent Advisor Alliance's BE Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Bloom Energy (BE) in Q2 2026: 2,222 shares worth $673K. The stake represents 0.02% of the portfolio and ranks #574 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in BE as recently as Q4 2025.

Independent Advisor Alliance first reported a position in BE in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.63M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Independent Advisor Alliance held 2,222 shares of Bloom Energy worth $673K as of Q2 2026.
  • Bloom Energy was a new Independent Advisor Alliance position in Q2 2026.
  • Bloom Energy made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #574 holding.
  • Independent Advisor Alliance first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
  • Independent Advisor Alliance's Bloom Energy position peaked at $7.63M in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.