N.E.W. Advisory Services’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
$130K Buy
430
+38
+10% +$9.74K 0.01% 264
2026
Q1
$53.1K Buy
392
+12
+3% +$1.76K ﹤0.01% 354
2025
Q4
$33K Hold
380
﹤0.01% 418
2025
Q3
$32.1K Buy
+380
New +$17.6K ﹤0.01% 380

Other funds holding BE

N.E.W. Advisory Services's BE Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Bloom Energy (BE) stake by 9.7% in Q2 2026, buying an estimated $9.74K and bringing the position to 430 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #264.

N.E.W. Advisory Services first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • N.E.W. Advisory Services held 430 shares of Bloom Energy worth $130K as of Q2 2026.
  • N.E.W. Advisory Services bought 38 Bloom Energy shares in Q2 2026, an estimated $9.74K.
  • Bloom Energy made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #264 holding.
  • N.E.W. Advisory Services first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.