J. Derek Lewis & Associates’s Bloom Energy BE Stock Holding History

J. Derek Lewis & Associates’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	$295K	Buy	+975	New	+$250K	0.06%	144

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

J. Derek Lewis & Associates's BE Position: Q2 2026 in Review

J. Derek Lewis & Associates opened a new position in Bloom Energy (BE) in Q2 2026: 975 shares worth $295K. The stake represents 0.06% of the portfolio and ranks #144 among its holdings.

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

J. Derek Lewis & Associates held 975 shares of Bloom Energy worth $295K as of Q2 2026.
Bloom Energy was a new J. Derek Lewis & Associates position in Q2 2026.
Bloom Energy made up 0.06% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #144 holding.
662 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.