Insigneo Advisory Services’s Bloom Energy BE Stock Holding History

Insigneo Advisory Services’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 Q1	$643K	Buy	4,749 +273	+6%	+$40.1K	0.05%	309
2025 Q4	$389K	Sell	4,476 -1,952	-30%	-$205K	0.03%	435
2025 Q3	$544K	Buy	+6,428	New	+$299K	0.04%	346

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Insigneo Advisory Services's BE Position: Q1 2026 in Review

Insigneo Advisory Services increased its Bloom Energy (BE) stake by 6.1% in Q1 2026, buying an estimated $40.1K and bringing the position to 4,749 shares worth $643K. The position accounts for 0.05% of the portfolio, ranked #309.

Insigneo Advisory Services first reported a position in BE in Q3 2025 and has held it in 3 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Insigneo Advisory Services held 4,749 shares of Bloom Energy worth $643K as of Q1 2026.
Insigneo Advisory Services bought 273 Bloom Energy shares in Q1 2026, an estimated $40.1K.
Bloom Energy made up 0.05% of Insigneo Advisory Services's portfolio in Q1 2026, its #309 holding.
Insigneo Advisory Services first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.