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JNBA Financial Advisors’s Bloom Energy BE Stock Holding History

JNBA Financial 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 		$649K Buy
+2,144
New +$549K 0.05% 131
2019
Q3 		– Sell
-100
Closed -$1K – 592
2019
Q2 		$1K Buy
+100
New +$1.23K ﹤0.01% 630

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 $3.37T AUM 44.26% 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

JNBA Financial Advisors's BE Position: Q2 2026 in Review

JNBA Financial Advisors opened a new position in Bloom Energy (BE) in Q2 2026: 2,144 shares worth $649K. The stake represents 0.05% of the portfolio and ranks #131 among its holdings. This is a return to the name: JNBA Financial Advisors previously reported a position in BE as recently as Q2 2019.

JNBA Financial Advisors first reported a position in BE in Q2 2019 and has held it in 2 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • JNBA Financial Advisors held 2,144 shares of Bloom Energy worth $649K as of Q2 2026.
  • Bloom Energy was a new JNBA Financial Advisors position in Q2 2026.
  • Bloom Energy made up 0.05% of JNBA Financial Advisors's portfolio in Q2 2026, its #131 holding.
  • JNBA Financial Advisors first reported a position in Bloom Energy in Q2 2019 and has held it in 2 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.