Mutual Advisors’s Bloom Energy BE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.96M Buy
9,781
+1,234
+14% +$316K 0.06% 321
2026
Q1
$1.16M Buy
8,547
+676
+9% +$99.2K 0.02% 543
2025
Q4
$684K Buy
7,871
+1,181
+18% +$124K 0.01% 727
2025
Q3
$679K Buy
+6,690
New +$311K 0.01% 714

Other funds holding BE

Mutual Advisors's BE Position: Q2 2026 in Review

Mutual Advisors increased its Bloom Energy (BE) stake by 14% in Q2 2026, buying an estimated $316K and bringing the position to 9,781 shares worth $2.96M. The position accounts for 0.06% of the portfolio, ranked #321.

Mutual Advisors first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Mutual Advisors held 9,781 shares of Bloom Energy worth $2.96M as of Q2 2026.
  • Mutual Advisors bought 1,234 Bloom Energy shares in Q2 2026, an estimated $316K.
  • Bloom Energy made up 0.06% of Mutual Advisors's portfolio in Q2 2026, its #321 holding.
  • Mutual Advisors first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.