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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
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 $476M AUM 638.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LVW Advisors's BE Position: Q2 2026 in Review

LVW Advisors reduced its Bloom Energy (BE) stake by 30% in Q2 2026, selling an estimated $229K and leaving 2,101 shares worth $636K. The position accounts for 0.05% of the portfolio, ranked #195.

LVW Advisors first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 468 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • LVW Advisors held 2,101 shares of Bloom Energy worth $636K as of Q2 2026.
  • LVW Advisors sold 895 Bloom Energy shares in Q2 2026, an estimated $229K.
  • Bloom Energy made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #195 holding.
  • LVW Advisors first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • 468 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.