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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
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

MJT & Associates Financial Advisory's BE Position: Q2 2026 in Review

MJT & Associates Financial Advisory increased its Bloom Energy (BE) stake by 49% in Q2 2026, buying an estimated $9.48K and bringing the position to 112 shares worth $33.9K. The position accounts for 0.02% of the portfolio, ranked #97.

MJT & Associates Financial Advisory first reported a position in BE in Q1 2025 and has held it in 6 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • MJT & Associates Financial Advisory held 112 shares of Bloom Energy worth $33.9K as of Q2 2026.
  • MJT & Associates Financial Advisory bought 37 Bloom Energy shares in Q2 2026, an estimated $9.48K.
  • Bloom Energy made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #97 holding.
  • MJT & Associates Financial Advisory first reported a position in Bloom Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.