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Innovative Asset Advisors Group’s Bloom Energy BE Stock Holding History

Innovative Asset Advisors 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 		$3.1M Sell
10,235
-391
-4% -$100K 1.36% 12
2026
Q1 		$1.44M Buy
+10,626
New +$1.56M 0.83% 23

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
GAMA
Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return

Innovative Asset Advisors Group's BE Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Bloom Energy (BE) stake by 3.7% in Q2 2026, selling an estimated $100K and leaving 10,235 shares worth $3.1M. The position accounts for 1.36% of the portfolio, ranked #12.

Innovative Asset Advisors Group first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,195 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Innovative Asset Advisors Group held 10,235 shares of Bloom Energy worth $3.1M as of Q2 2026.
  • Innovative Asset Advisors Group sold 391 Bloom Energy shares in Q2 2026, an estimated $100K.
  • Bloom Energy made up 1.36% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #12 holding.
  • Innovative Asset Advisors Group first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.