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Kingswood Wealth Advisors’s Bloom Energy BE Stock Holding History

Kingswood Wealth Advisors’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 		$5.95M Sell
19,672
-2,480
-11% -$635K 0.24% 99
2026
Q1 		$3M Buy
+22,152
New +$3.25M 0.14% 164

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

Kingswood Wealth Advisors's BE Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Bloom Energy (BE) stake by 11% in Q2 2026, selling an estimated $635K and leaving 19,672 shares worth $5.95M. The position accounts for 0.24% of the portfolio, ranked #99.

Kingswood Wealth Advisors first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Kingswood Wealth Advisors held 19,672 shares of Bloom Energy worth $5.95M as of Q2 2026.
  • Kingswood Wealth Advisors sold 2,480 Bloom Energy shares in Q2 2026, an estimated $635K.
  • Bloom Energy made up 0.24% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • Kingswood Wealth Advisors first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.