JF
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Joule Financial’s Bloom Energy BE Stock Holding History

Joule 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 		$3.7M Sell
12,211
-531
-4% -$136K 1% 16
2026
Q1 		$1.73M Sell
12,742
-6,292
-33% -$923K 0.5% 25
2025
Q4 		$1.65M Sell
19,034
-1,492
-7% -$157K 0.5% 26
2025
Q3 		$1.74M Sell
20,526
-12,999
-39% -$604K 0.52% 25
2025
Q2 		$802K Buy
33,525
+2,276
+7% +$44.1K 0.26% 48
2025
Q1 		$614K Buy
31,249
+15,598
+100% +$372K 0.22% 55
2024
Q4 		$348K Buy
+15,651
New +$274K 0.12% 73

Other funds holding BE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Joule Financial's BE Position: Q2 2026 in Review

Joule Financial reduced its Bloom Energy (BE) stake by 4.2% in Q2 2026, selling an estimated $136K and leaving 12,211 shares worth $3.7M. The position accounts for 1% of the portfolio, ranked #16.

Joule Financial first reported a position in BE in Q4 2024 and has held it in 7 quarters since. 307 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Joule Financial held 12,211 shares of Bloom Energy worth $3.7M as of Q2 2026.
  • Joule Financial sold 531 Bloom Energy shares in Q2 2026, an estimated $136K.
  • Bloom Energy made up 1% of Joule Financial's portfolio in Q2 2026, its #16 holding.
  • Joule Financial first reported a position in Bloom Energy in Q4 2024 and has held it in 7 quarters since.
  • 307 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.