Meridian Wealth Management’s Bloom Energy BE Stock Holding History

Meridian Wealth Management’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	$9.3M	Buy	30,723 +1,803	+6%	+$462K	0.29%	72
2026 Q1	$3.92M	Buy	28,920 +21,523	+291%	+$3.16M	0.14%	135
2025 Q4	$643K	Buy	7,397 +854	+13%	+$89.7K	0.02%	443
2025 Q3	$553K	Buy	+6,543	New	+$304K	0.02%	449

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

Meridian Wealth Management's BE Position: Q2 2026 in Review

Meridian Wealth Management increased its Bloom Energy (BE) stake by 6.2% in Q2 2026, buying an estimated $462K and bringing the position to 30,723 shares worth $9.3M. The position accounts for 0.29% of the portfolio, ranked #72.

Meridian Wealth Management first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Meridian Wealth Management held 30,723 shares of Bloom Energy worth $9.3M as of Q2 2026.
Meridian Wealth Management bought 1,803 Bloom Energy shares in Q2 2026, an estimated $462K.
Bloom Energy made up 0.29% of Meridian Wealth Management's portfolio in Q2 2026, its #72 holding.
Meridian Wealth Management first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.