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 Q3	$9.37M	Buy	33,828 +13,772	+69%	+$3.25M	0.03%	595
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ECP

Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Kestra Advisory Services's BE Position: Q3 2026 in Review

Kestra Advisory Services increased its Bloom Energy (BE) stake by 69% in Q3 2026, buying an estimated $3.25M and bringing the position to 33,828 shares worth $9.37M. The position accounts for 0.03% of the portfolio, ranked #595.

Kestra Advisory Services first reported a position in BE in Q4 2024 and has held it in 6 quarters since. 754 funds tracked by Wall St. Rank hold BE as of Q3 2026.

Kestra Advisory Services held 33,828 shares of Bloom Energy worth $9.37M as of Q3 2026.
Kestra Advisory Services bought 13,772 Bloom Energy shares in Q3 2026, an estimated $3.25M.
Bloom Energy made up 0.03% of Kestra Advisory Services's portfolio in Q3 2026, its #595 holding.
Kestra Advisory Services first reported a position in Bloom Energy in Q4 2024 and has held it in 6 quarters since.
754 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.