IF
BE icon

Intrua Financial’s Bloom Energy BE Stock Holding History

Intrua Financial’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 		$845K Buy
2,792
+232
+9% +$59.4K 0.08% 190
2026
Q1 		$347K Sell
2,560
-240
-9% -$35.2K 0.04% 335
2025
Q4 		$243K Hold
2,800
– – 0.03% 410
2025
Q3 		$237K Buy
+2,800
New +$130K 0.03% 400

Other funds holding BE

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Intrua Financial's BE Position: Q2 2026 in Review

Intrua Financial increased its Bloom Energy (BE) stake by 9.1% in Q2 2026, buying an estimated $59.4K and bringing the position to 2,792 shares worth $845K. The position accounts for 0.08% of the portfolio, ranked #190.

Intrua Financial first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 610 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Intrua Financial held 2,792 shares of Bloom Energy worth $845K as of Q2 2026.
  • Intrua Financial bought 232 Bloom Energy shares in Q2 2026, an estimated $59.4K.
  • Bloom Energy made up 0.08% of Intrua Financial's portfolio in Q2 2026, its #190 holding.
  • Intrua Financial first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 610 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.