Krilogy Financial’s Bloom Energy BE Stock Holding History

Krilogy Financial’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	$801K	Sell	2,645 -442	-14%	-$113K	0.02%	466
2026 Q1	$648K	Buy	3,087 +253	+9%	+$37.1K	0.02%	498
2025 Q4	$396K	Buy	+2,834	New	+$298K	0.01%	640

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

Krilogy Financial's BE Position: Q2 2026 in Review

Krilogy Financial reduced its Bloom Energy (BE) stake by 14% in Q2 2026, selling an estimated $113K and leaving 2,645 shares worth $801K. The position accounts for 0.02% of the portfolio, ranked #466.

Krilogy Financial first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Krilogy Financial held 2,645 shares of Bloom Energy worth $801K as of Q2 2026.
Krilogy Financial sold 442 Bloom Energy shares in Q2 2026, an estimated $113K.
Bloom Energy made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #466 holding.
Krilogy Financial first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.