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	$3.08K	Buy	+300	New	+$76.9K	﹤0.01%	2971

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

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.