Kovack Advisors’s Bloom Energy BE Stock Holding History

Kovack 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	$709K	Buy	+2,376	New	+$609K	0.03%	497

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Kovack Advisors's BE Position: Q2 2026 in Review

Kovack Advisors opened a new position in Bloom Energy (BE) in Q2 2026: 2,376 shares worth $709K. The stake represents 0.03% of the portfolio and ranks #497 among its holdings.

1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Kovack Advisors held 2,376 shares of Bloom Energy worth $709K as of Q2 2026.
Bloom Energy was a new Kovack Advisors position in Q2 2026.
Bloom Energy made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #497 holding.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.