Mutual Advisors’s Bloom Energy BE Stock Holding History

Mutual 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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mutual Advisors's BE Position: Q1 2026 in Review

Mutual Advisors increased its Bloom Energy (BE) stake by 8.6% in Q1 2026, buying an estimated $99.2K and bringing the position to 8,547 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #543.

Mutual Advisors first reported a position in BE in Q3 2025 and has held it in 3 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Mutual Advisors held 8,547 shares of Bloom Energy worth $1.16M as of Q1 2026.
Mutual Advisors bought 676 Bloom Energy shares in Q1 2026, an estimated $99.2K.
Bloom Energy made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #543 holding.
Mutual Advisors first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.