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Integrated Wealth Concepts’s Bloom Energy BE Stock Holding History

Integrated Wealth Concepts’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 		$854K Sell
2,821
-497
-15% -$127K 0.01% 1312
2026
Q1 		$450K Buy
+3,318
New +$487K ﹤0.01% 1604

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 $3.38T AUM 44.17% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Integrated Wealth Concepts's BE Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Bloom Energy (BE) stake by 15% in Q2 2026, selling an estimated $127K and leaving 2,821 shares worth $854K. The position accounts for 0.01% of the portfolio, ranked #1312.

Integrated Wealth Concepts first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Integrated Wealth Concepts held 2,821 shares of Bloom Energy worth $854K as of Q2 2026.
  • Integrated Wealth Concepts sold 497 Bloom Energy shares in Q2 2026, an estimated $127K.
  • Bloom Energy made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1312 holding.
  • Integrated Wealth Concepts first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.