MJT & Associates Financial Advisory’s Bloom Energy BE Stock Holding History

MJT & Associates Financial Advisory’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	–	Sell	-112	Closed	-$33.9K	–	444
2026 Q2	$33.9K	Buy	112 +37	+49%	+$9.48K	0.02%	97
2026 Q1	$10.2K	Buy	75 +25	+50%	+$3.67K	0.01%	174
2025 Q4	$4.34K	Sell	50 -265	-84%	-$27.8K	﹤0.01%	298
2025 Q3	$26.6K	Sell	315 -265	-46%	-$12.3K	0.02%	111
2025 Q2	$13.9K	Buy	580 +345	+147%	+$6.68K	0.02%	183
2025 Q1	$4.62K	Buy	+235	New	+$5.61K	﹤0.01%	309

Other funds holding BE

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MJT & Associates Financial Advisory's BE Position: Q3 2026 in Review

MJT & Associates Financial Advisory sold out of Bloom Energy (BE) in Q3 2026, closing a stake of 112 shares — an estimated $33.9K sold.

MJT & Associates Financial Advisory first reported a position in BE in Q1 2025 and held it in 6 quarters. The position peaked at $33.9K in Q2 2026. 47 funds tracked by Wall St. Rank hold BE as of Q3 2026.

MJT & Associates Financial Advisory reported no remaining Bloom Energy position as of Q3 2026 after selling out during the quarter.
MJT & Associates Financial Advisory sold 112 Bloom Energy shares in Q3 2026, an estimated $33.9K.
MJT & Associates Financial Advisory first reported a position in Bloom Energy in Q1 2025 and held it in 6 quarters.
MJT & Associates Financial Advisory's Bloom Energy position peaked at $33.9K in Q2 2026.
47 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.