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Independent Financial Group’s Bloom Energy BE Stock Holding History

Independent Financial Group’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 		$12.1M Buy
39,965
+34,538
+636% +$8.85M 0.23% 77
2026
Q1 		$735K Buy
5,427
+737
+16% +$108K 0.02% 746
2025
Q4 		$408K Buy
4,690
+1,095
+30% +$115K 0.01% 1001
2025
Q3 		$304K Buy
+3,595
New +$167K 0.01% 1088
2025
Q2 		– Sell
-27,070
Closed -$532K – 1299
2025
Q1 		$532K Buy
27,070
+2,695
+11% +$64.3K 0.02% 688
2024
Q4 		$541K Buy
+24,375
New +$427K 0.02% 664
2021
Q3 		– Sell
-22,230
Closed -$597K – 707
2021
Q2 		$597K Buy
+22,230
New +$539K 0.06% 323

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 Financial Group's BE Position: Q2 2026 in Review

Independent Financial Group increased its Bloom Energy (BE) stake by 636% in Q2 2026, buying an estimated $8.85M and bringing the position to 39,965 shares worth $12.1M. The position accounts for 0.23% of the portfolio, ranked #77.

Independent Financial Group first reported a position in BE in Q2 2021 and has held it in 7 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Independent Financial Group held 39,965 shares of Bloom Energy worth $12.1M as of Q2 2026.
  • Independent Financial Group bought 34,538 Bloom Energy shares in Q2 2026, an estimated $8.85M.
  • Bloom Energy made up 0.23% of Independent Financial Group's portfolio in Q2 2026, its #77 holding.
  • Independent Financial Group first reported a position in Bloom Energy in Q2 2021 and has held it in 7 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.