MFG
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Merit Financial Group’s Bloom Energy BE Stock Holding History

Merit Financial Group’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 		$1.16M Sell
3,824
-225
-6% -$57.6K 0.01% 1012
2026
Q1 		$549K Buy
4,049
+326
+9% +$47.8K ﹤0.01% 1325
2025
Q4 		$323K Buy
3,723
+859
+30% +$90.3K ﹤0.01% 1518
2025
Q3 		$242K Buy
+2,864
New +$133K ﹤0.01% 1556

Other funds holding BE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Merit Financial Group's BE Position: Q2 2026 in Review

Merit Financial Group reduced its Bloom Energy (BE) stake by 5.6% in Q2 2026, selling an estimated $57.6K and leaving 3,824 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1012.

Merit Financial Group first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Merit Financial Group held 3,824 shares of Bloom Energy worth $1.16M as of Q2 2026.
  • Merit Financial Group sold 225 Bloom Energy shares in Q2 2026, an estimated $57.6K.
  • Bloom Energy made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1012 holding.
  • Merit Financial Group first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 226 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.