JFS Wealth Advisors’s Bloom Energy BE Stock Holding History

JFS Wealth Advisors’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	$45.4K	Hold	150	–	–	﹤0.01%	565
2026 Q1	$20.3K	Buy	150 +1	+0.7%	+$147	﹤0.01%	731
2025 Q4	$12.9K	Buy	149 +24	+19%	+$2.52K	﹤0.01%	885
2025 Q3	$10.6K	Hold	125	–	–	﹤0.01%	881
2025 Q2	$2.99K	Hold	125	–	–	﹤0.01%	1272
2025 Q1	$2.46K	Hold	125	–	–	﹤0.01%	1395
2024 Q4	$2.78K	Hold	125	–	–	﹤0.01%	1346
2024 Q3	$1.32K	Hold	125	–	–	﹤0.01%	1632
2024 Q2	$1.53K	Hold	125	–	–	﹤0.01%	1533
2024 Q1	$1.41K	Hold	125	–	–	﹤0.01%	1565
2023 Q4	$1.85K	Sell	125 -127	-50%	-$1.59K	﹤0.01%	1473
2023 Q3	$3.34K	Hold	252	–	–	﹤0.01%	1163
2023 Q2	$4.12K	Sell	252 -16	-6%	-$259	﹤0.01%	1088
2023 Q1	$5.34K	Sell	268 -7	-3%	-$153	﹤0.01%	958
2022 Q4	$5.26K	Buy	275 +6	+2%	+$118	﹤0.01%	972
2022 Q3	$5K	Buy	269 +13	+5%	+$293	﹤0.01%	966
2022 Q2	$4K	Buy	256 +6	+2%	+$110	﹤0.01%	1044
2022 Q1	$6K	Hold	250	–	–	﹤0.01%	953
2021 Q4	$5K	Hold	250	–	–	﹤0.01%	782
2021 Q3	$5K	Hold	250	–	–	﹤0.01%	710
2021 Q2	$7K	Buy	+250	New	+$6.06K	﹤0.01%	472

Other funds holding BE

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

JFS Wealth Advisors's BE Position: Q2 2026 in Review

JFS Wealth Advisors held its Bloom Energy (BE) position steady in Q2 2026 at 150 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

JFS Wealth Advisors first reported a position in BE in Q2 2021 and has held it in 21 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

JFS Wealth Advisors held 150 shares of Bloom Energy worth $45.4K as of Q2 2026.
JFS Wealth Advisors left its Bloom Energy share count unchanged in Q2 2026.
Bloom Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #565 holding.
JFS Wealth Advisors first reported a position in Bloom Energy in Q2 2021 and has held it in 21 quarters since.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.