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Kestra Private Wealth Services’s Bloom Energy BE Stock Holding History

Kestra Private Wealth 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 		$1.24M Sell
4,107
-3,759
-48% -$963K 0.01% 791
2026
Q1 		$1.07M Sell
7,866
-147
-2% -$21.6K 0.01% 810
2025
Q4 		$696K Buy
8,013
+721
+10% +$75.8K 0.01% 985
2025
Q3 		$617K Buy
+7,292
New +$339K 0.01% 998

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 Private Wealth Services's BE Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Bloom Energy (BE) stake by 48% in Q2 2026, selling an estimated $963K and leaving 4,107 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #791.

Kestra Private Wealth Services first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Kestra Private Wealth Services held 4,107 shares of Bloom Energy worth $1.24M as of Q2 2026.
  • Kestra Private Wealth Services sold 3,759 Bloom Energy shares in Q2 2026, an estimated $963K.
  • Bloom Energy made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #791 holding.
  • Kestra Private Wealth Services first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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