LVW Advisors
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LVW Advisors’s Bloom Energy BE Stock Holding History

LVW 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
2026
Q3 		$427K Sell
1,540
-561
-27% -$133K 0.04% 291
2026
Q2 		$636K Sell
2,101
-895
-30% -$229K 0.05% 195
2026
Q1 		$406K Buy
+2,996
New +$440K 0.04% 248

Other funds holding BE

ECP
Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

LVW Advisors's BE Position: Q3 2026 in Review

LVW Advisors reduced its Bloom Energy (BE) stake by 27% in Q3 2026, selling an estimated $133K and leaving 1,540 shares worth $427K. The position accounts for 0.04% of the portfolio, ranked #291.

LVW Advisors first reported a position in BE in Q1 2026 and has held it in 3 quarters since. The position peaked at $636K in Q2 2026. 610 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • LVW Advisors held 1,540 shares of Bloom Energy worth $427K as of Q3 2026.
  • LVW Advisors sold 561 Bloom Energy shares in Q3 2026, an estimated $133K.
  • Bloom Energy made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #291 holding.
  • LVW Advisors first reported a position in Bloom Energy in Q1 2026 and has held it in 3 quarters since.
  • LVW Advisors's Bloom Energy position peaked at $636K in Q2 2026.
  • 610 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.