MRA Advisory Group
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MRA Advisory Group’s Bloom Energy BE Stock Holding History

MRA Advisory 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
Q3 		$2.6M Sell
9,373
-823
-8% -$194K 0.97% 26
2026
Q2 		$3.09M Buy
10,196
+4,750
+87% +$1.22M 1.12% 22
2026
Q1 		$738K Buy
5,446
+237
+5% +$34.8K 0.3% 52
2025
Q4 		$453K Buy
+5,209
New +$547K 0.19% 71
2025
Q2 		– Sell
-19,019
Closed -$374K – 138
2025
Q1 		$374K Buy
+19,019
New +$454K 0.2% 71

Other funds holding BE

ECP
Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

MRA Advisory Group's BE Position: Q3 2026 in Review

MRA Advisory Group reduced its Bloom Energy (BE) stake by 8.1% in Q3 2026, selling an estimated $194K and leaving 9,373 shares worth $2.6M. The position accounts for 0.97% of the portfolio, ranked #26.

MRA Advisory Group first reported a position in BE in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.09M in Q2 2026. 335 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • MRA Advisory Group held 9,373 shares of Bloom Energy worth $2.6M as of Q3 2026.
  • MRA Advisory Group sold 823 Bloom Energy shares in Q3 2026, an estimated $194K.
  • Bloom Energy made up 0.97% of MRA Advisory Group's portfolio in Q3 2026, its #26 holding.
  • MRA Advisory Group first reported a position in Bloom Energy in Q1 2025 and has held it in 5 quarters since.
  • MRA Advisory Group's Bloom Energy position peaked at $3.09M in Q2 2026.
  • 335 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.