Newbridge Financial Services Group’s Bloom Energy BE Stock Holding History

Newbridge Financial Services 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 Q2	$2.51M	Buy	8,305 +5,586	+205%	+$1.43M	0.31%	70
2026 Q1	$368K	Buy	2,719 +88	+3%	+$12.9K	0.06%	166
2025 Q4	$229K	Sell	2,631 -11,128	-81%	-$1.17M	0.04%	215
2025 Q3	$1.16M	Buy	+13,759	New	+$639K	0.17%	101
2023 Q4	–	Sell	-256	Closed	-$3.4K	–	1173
2023 Q3	$3.4K	Hold	256	–	–	﹤0.01%	1011
2023 Q2	$4.19K	Hold	256	–	–	﹤0.01%	1036
2023 Q1	$5.1K	Hold	256	–	–	﹤0.01%	1062
2022 Q4	$4.89K	Hold	256	–	–	﹤0.01%	1072
2022 Q3	$5K	Hold	256	–	–	﹤0.01%	1032
2022 Q2	$4K	Hold	256	–	–	﹤0.01%	1042
2022 Q1	$6K	Hold	256	–	–	﹤0.01%	1047
2021 Q4	$6K	Hold	256	–	–	﹤0.01%	1023
2021 Q3	$5K	Hold	256	–	–	﹤0.01%	1000
2021 Q2	$7K	Hold	256	–	–	﹤0.01%	1045
2021 Q1	$7K	Buy	+256	New	+$8.35K	0.01%	973

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Newbridge Financial Services Group's BE Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Bloom Energy (BE) stake by 205% in Q2 2026, buying an estimated $1.43M and bringing the position to 8,305 shares worth $2.51M. The position accounts for 0.31% of the portfolio, ranked #70.

Newbridge Financial Services Group first reported a position in BE in Q1 2021 and has held it in 15 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Newbridge Financial Services Group held 8,305 shares of Bloom Energy worth $2.51M as of Q2 2026.
Newbridge Financial Services Group bought 5,586 Bloom Energy shares in Q2 2026, an estimated $1.43M.
Bloom Energy made up 0.31% of Newbridge Financial Services Group's portfolio in Q2 2026, its #70 holding.
Newbridge Financial Services Group first reported a position in Bloom Energy in Q1 2021 and has held it in 15 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.