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Key Financial Inc’s Bloom Energy BE Stock Holding History

Key Financial Inc’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 		$303K Hold
1,000
– – 0.05% 246
2026
Q1 		$135K Hold
1,000
– – 0.02% 357
2025
Q4 		$86.9K Hold
1,000
– – 0.02% 422
2025
Q3 		$90.2K Hold
1,000
– – 0.02% 411
2025
Q2 		$23.9K Hold
1,000
– – ﹤0.01% 650
2025
Q1 		$19.7K Hold
1,000
– – ﹤0.01% 672
2024
Q4 		$22.2K Hold
1,000
– – 0.01% 629
2024
Q3 		$10.6K Hold
1,000
– – ﹤0.01% 780
2024
Q2 		$12.2K Hold
1,000
– – ﹤0.01% 728
2024
Q1 		$11.2K Hold
1,000
– – ﹤0.01% 724
2023
Q4 		$14.8K Hold
1,000
– – ﹤0.01% 648
2023
Q3 		$13.3K Hold
1,000
– – ﹤0.01% 651
2023
Q2 		$16.4K Hold
1,000
– – 0.01% 618
2023
Q1 		$19.9K Buy
+1,000
New +$21.9K 0.01% 546

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

Key Financial Inc's BE Position: Q2 2026 in Review

Key Financial Inc held its Bloom Energy (BE) position steady in Q2 2026 at 1,000 shares worth $303K. The position accounts for 0.05% of the portfolio, ranked #246.

Key Financial Inc first reported a position in BE in Q1 2023 and has held it in 14 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Key Financial Inc held 1,000 shares of Bloom Energy worth $303K as of Q2 2026.
  • Key Financial Inc left its Bloom Energy share count unchanged in Q2 2026.
  • Bloom Energy made up 0.05% of Key Financial Inc's portfolio in Q2 2026, its #246 holding.
  • Key Financial Inc first reported a position in Bloom Energy in Q1 2023 and has held it in 14 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.