NewEdge Wealth’s Bloom Energy BE Stock Holding History

NewEdge Wealth’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	$1.69M	Buy	5,575 +1,890	+51%	+$484K	0.02%	503
2026 Q1	$499K	Sell	3,685 -3,207	-47%	-$471K	0.01%	815
2025 Q4	$599K	Buy	6,892 +3,142	+84%	+$330K	0.01%	771
2025 Q3	$530K	Buy	+3,750	New	+$174K	0.01%	728
2024 Q1	–	Sell	-13,265	Closed	-$196K	–	807
2023 Q4	$196K	Buy	+13,265	New	+$166K	0.01%	710

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

NewEdge Wealth's BE Position: Q2 2026 in Review

NewEdge Wealth increased its Bloom Energy (BE) stake by 51% in Q2 2026, buying an estimated $484K and bringing the position to 5,575 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #503.

NewEdge Wealth first reported a position in BE in Q4 2023 and has held it in 5 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

NewEdge Wealth held 5,575 shares of Bloom Energy worth $1.69M as of Q2 2026.
NewEdge Wealth bought 1,890 Bloom Energy shares in Q2 2026, an estimated $484K.
Bloom Energy made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #503 holding.
NewEdge Wealth first reported a position in Bloom Energy in Q4 2023 and has held it in 5 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.