Level Four Advisory Services’s Bloom Energy BE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$370K Buy
+1,221
New +$313K 0.01% 695
2022
Q2
Sell
-8,400
Closed -$203K 567
2022
Q1
$203K Sell
8,400
-2,510
-23% -$49K 0.02% 604
2021
Q4
$239K Buy
10,910
+110
+1% +$2.78K 0.02% 564
2021
Q3
$202K Buy
10,800
+665
+7% +$14.1K 0.02% 446
2021
Q2
$272K Buy
10,135
+782
+8% +$19K 0.02% 555
2021
Q1
$253K Sell
9,353
-945
-9% -$30.8K 0.02% 544
2020
Q4
$295K Buy
+10,298
New +$220K 0.02% 470

Other funds holding BE

Level Four Advisory Services's BE Position: Q2 2026 in Review

Level Four Advisory Services opened a new position in Bloom Energy (BE) in Q2 2026: 1,221 shares worth $370K. The stake represents 0.01% of the portfolio and ranks #695 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in BE as recently as Q1 2022.

Level Four Advisory Services first reported a position in BE in Q4 2020 and has held it in 7 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Level Four Advisory Services held 1,221 shares of Bloom Energy worth $370K as of Q2 2026.
  • Bloom Energy was a new Level Four Advisory Services position in Q2 2026.
  • Bloom Energy made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #695 holding.
  • Level Four Advisory Services first reported a position in Bloom Energy in Q4 2020 and has held it in 7 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.