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Long Run Wealth Advisors’s Bloom Energy BE Stock Holding History

Long Run Wealth 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
2025
Q4 		$547K Sell
6,298
-100
-2% -$10.5K 0.1% 76
2025
Q3 		$541K Buy
+6,398
New +$297K 0.11% 74
2024
Q4 		– Sell
-10,429
Closed -$110K – 101
2024
Q3 		$110K Sell
10,429
-4,000
-28% -$47.5K 0.03% 103
2024
Q2 		$177K Sell
14,429
-500
-3% -$6.37K 0.04% 101
2024
Q1 		$168K Buy
14,929
+354
+2% +$3.89K 0.04% 95
2023
Q4 		$216K Buy
+14,575
New +$182K 0.06% 87

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $649M AUM

Long Run Wealth Advisors's BE Position: Q4 2025 in Review

Long Run Wealth Advisors reduced its Bloom Energy (BE) stake by 1.6% in Q4 2025, selling an estimated $10.5K and leaving 6,298 shares worth $547K. The position accounts for 0.1% of the portfolio, ranked #76.

Long Run Wealth Advisors first reported a position in BE in Q4 2023 and has held it in 6 quarters since. 796 funds tracked by Wall St. Rank hold BE as of Q4 2025.

  • Long Run Wealth Advisors held 6,298 shares of Bloom Energy worth $547K as of Q4 2025.
  • Long Run Wealth Advisors sold 100 Bloom Energy shares in Q4 2025, an estimated $10.5K.
  • Bloom Energy made up 0.1% of Long Run Wealth Advisors's portfolio in Q4 2025, its #76 holding.
  • Long Run Wealth Advisors first reported a position in Bloom Energy in Q4 2023 and has held it in 6 quarters since.
  • 796 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.