Net Worth Advisory Group
BE icon

Net Worth Advisory Group’s Bloom Energy BE Stock Holding History

Net Worth 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 		$466K Buy
1,678
+505
+43% +$119K 0.12% 183
2026
Q2 		$355K Buy
+1,173
New +$301K 0.09% 242

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

Net Worth Advisory Group's BE Position: Q3 2026 in Review

Net Worth Advisory Group increased its Bloom Energy (BE) stake by 43% in Q3 2026, buying an estimated $119K and bringing the position to 1,678 shares worth $466K. The position accounts for 0.12% of the portfolio, ranked #183.

Net Worth Advisory Group first reported a position in BE in Q2 2026 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Net Worth Advisory Group held 1,678 shares of Bloom Energy worth $466K as of Q3 2026.
  • Net Worth Advisory Group bought 505 Bloom Energy shares in Q3 2026, an estimated $119K.
  • Bloom Energy made up 0.12% of Net Worth Advisory Group's portfolio in Q3 2026, its #183 holding.
  • Net Worth Advisory Group first reported a position in Bloom Energy in Q2 2026 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.