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Larson Financial Group’s Bloom Energy BE Stock Holding History

Larson Financial Group’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 		$104K Buy
343
+73
+27% +$18.7K ﹤0.01% 1163
2026
Q1 		$36.6K Buy
270
+89
+49% +$13.1K ﹤0.01% 1527
2025
Q4 		$15.7K Buy
181
+24
+15% +$2.52K ﹤0.01% 1848
2025
Q3 		$13.3K Sell
157
-24
-13% -$1.11K ﹤0.01% 1872
2025
Q2 		$4.33K Buy
181
+2
+1% +$39 ﹤0.01% 2125
2025
Q1 		$3.52K Buy
+179
New +$4.27K ﹤0.01% 1983
2024
Q4 		– Sell
-50
Closed -$528 – 2780
2024
Q3 		$528 Buy
+50
New +$593 ﹤0.01% 2113

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

Larson Financial Group's BE Position: Q2 2026 in Review

Larson Financial Group increased its Bloom Energy (BE) stake by 27% in Q2 2026, buying an estimated $18.7K and bringing the position to 343 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Larson Financial Group first reported a position in BE in Q3 2024 and has held it in 7 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Larson Financial Group held 343 shares of Bloom Energy worth $104K as of Q2 2026.
  • Larson Financial Group bought 73 Bloom Energy shares in Q2 2026, an estimated $18.7K.
  • Bloom Energy made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1163 holding.
  • Larson Financial Group first reported a position in Bloom Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.