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Kestra Advisory Services’s Bloom Energy BE Stock Holding History

Kestra Advisory Services’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 		$6.07M Sell
20,056
-15,754
-44% -$4.04M 0.02% 734
2026
Q1 		$4.85M Sell
35,810
-31,312
-47% -$4.6M 0.02% 809
2025
Q4 		$5.83M Sell
67,122
-35,835
-35% -$3.77M 0.02% 637
2025
Q3 		$8.71M Buy
+102,957
New +$4.78M 0.04% 443
2025
Q1 		– Sell
-22,463
Closed -$499K – 2769
2024
Q4 		$499K Buy
+22,463
New +$394K ﹤0.01% 1873

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

Kestra Advisory Services's BE Position: Q2 2026 in Review

Kestra Advisory Services reduced its Bloom Energy (BE) stake by 44% in Q2 2026, selling an estimated $4.04M and leaving 20,056 shares worth $6.07M. The position accounts for 0.02% of the portfolio, ranked #734.

Kestra Advisory Services first reported a position in BE in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.71M in Q3 2025. 1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Kestra Advisory Services held 20,056 shares of Bloom Energy worth $6.07M as of Q2 2026.
  • Kestra Advisory Services sold 15,754 Bloom Energy shares in Q2 2026, an estimated $4.04M.
  • Bloom Energy made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #734 holding.
  • Kestra Advisory Services first reported a position in Bloom Energy in Q4 2024 and has held it in 5 quarters since.
  • Kestra Advisory Services's Bloom Energy position peaked at $8.71M in Q3 2025.
  • 1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.