IFWM
BE icon

Institute for Wealth Management’s Bloom Energy BE Stock Holding History

Institute for Wealth Management’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 		$5.53K Buy
+18
New +$4.61K ﹤0.01% 1440

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TA
Trivest Advisors Hong Kong $3.18B AUM 588.53% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Institute for Wealth Management's BE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Bloom Energy (BE) in Q2 2026: 18 shares worth $5.53K. The stake represents ﹤0.01% of the portfolio and ranks #1440 among its holdings.

724 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Institute for Wealth Management held 18 shares of Bloom Energy worth $5.53K as of Q2 2026.
  • Bloom Energy was a new Institute for Wealth Management position in Q2 2026.
  • Bloom Energy made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1440 holding.
  • 724 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.