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Mount Yale Investment Advisors’s Bloom Energy BE Stock Holding History

Mount Yale Investment 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 		$208K Buy
+686
New +$176K ﹤0.01% 1134
2025
Q3 		– Sell
-1,500
Closed -$35.9K – 765
2025
Q2 		$35.9K Buy
+1,500
New +$29K ﹤0.01% 906
2023
Q2 		– Sell
-12,758
Closed -$254K – 486
2023
Q1 		$254K Sell
12,758
-1,332
-9% -$29.2K 0.03% 418
2022
Q4 		$269K Buy
+14,090
New +$277K 0.03% 376

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's BE Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Bloom Energy (BE) in Q2 2026: 686 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1134 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in BE as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in BE in Q4 2022 and has held it in 4 quarters since. The position peaked at $269K in Q4 2022. 1,286 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Mount Yale Investment Advisors held 686 shares of Bloom Energy worth $208K as of Q2 2026.
  • Bloom Energy was a new Mount Yale Investment Advisors position in Q2 2026.
  • Bloom Energy made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1134 holding.
  • Mount Yale Investment Advisors first reported a position in Bloom Energy in Q4 2022 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Bloom Energy position peaked at $269K in Q4 2022.
  • 1,286 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.