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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Integrated Advisors Network's BE Position: Q1 2026 in Review

Integrated Advisors Network reduced its Bloom Energy (BE) stake by 12% in Q1 2026, selling an estimated $75.4K and leaving 3,690 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #460.

Integrated Advisors Network first reported a position in BE in Q3 2025 and has held it in 3 quarters since. The position peaked at $4M in Q3 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Integrated Advisors Network held 3,690 shares of Bloom Energy worth $500K as of Q1 2026.
  • Integrated Advisors Network sold 514 Bloom Energy shares in Q1 2026, an estimated $75.4K.
  • Bloom Energy made up 0.03% of Integrated Advisors Network's portfolio in Q1 2026, its #460 holding.
  • Integrated Advisors Network first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
  • Integrated Advisors Network's Bloom Energy position peaked at $4M in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.