Integrated Advisors Network’s Bloom Energy BE Stock Holding History

Integrated Advisors Network’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 Q3	$1.13M	Buy	4,083 +361	+10%	+$85.3K	0.05%	299
2026 Q2	$1.13M	Buy	3,722 +32	+0.9%	+$8.2K	0.05%	302
2026 Q1	$500K	Sell	3,690 -514	-12%	-$75.4K	0.03%	460
2025 Q4	$365K	Sell	4,204 -43,111	-91%	-$4.53M	0.02%	547
2025 Q3	$4M	Buy	+47,315	New	+$2.2M	0.17%	147

Other funds holding BE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ECP

Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Integrated Advisors Network's BE Position: Q3 2026 in Review

Integrated Advisors Network increased its Bloom Energy (BE) stake by 9.7% in Q3 2026, buying an estimated $85.3K and bringing the position to 4,083 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #299.

Integrated Advisors Network first reported a position in BE in Q3 2025 and has held it in 5 quarters since. The position peaked at $4M in Q3 2025. 823 funds tracked by Wall St. Rank hold BE as of Q3 2026.

Integrated Advisors Network held 4,083 shares of Bloom Energy worth $1.13M as of Q3 2026.
Integrated Advisors Network bought 361 Bloom Energy shares in Q3 2026, an estimated $85.3K.
Bloom Energy made up 0.05% of Integrated Advisors Network's portfolio in Q3 2026, its #299 holding.
Integrated Advisors Network first reported a position in Bloom Energy in Q3 2025 and has held it in 5 quarters since.
Integrated Advisors Network's Bloom Energy position peaked at $4M in Q3 2025.
823 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.