Nikulski Financial
BE icon

Nikulski Financial’s Bloom Energy BE Stock Holding History

Nikulski Financial’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 		$1.85M Buy
6,683
+401
+6% +$94.7K 0.4% 70
2026
Q2 		$1.9M Sell
6,282
-230
-4% -$58.9K 0.41% 69
2026
Q1 		$882K Buy
6,512
+2,806
+76% +$412K 0.22% 96
2025
Q4 		$322K Buy
+3,706
New +$389K 0.08% 144

Other funds holding BE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nikulski Financial's BE Position: Q3 2026 in Review

Nikulski Financial increased its Bloom Energy (BE) stake by 6.4% in Q3 2026, buying an estimated $94.7K and bringing the position to 6,683 shares worth $1.85M. The position accounts for 0.4% of the portfolio, ranked #70.

Nikulski Financial first reported a position in BE in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.9M in Q2 2026. 980 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Nikulski Financial held 6,683 shares of Bloom Energy worth $1.85M as of Q3 2026.
  • Nikulski Financial bought 401 Bloom Energy shares in Q3 2026, an estimated $94.7K.
  • Bloom Energy made up 0.4% of Nikulski Financial's portfolio in Q3 2026, its #70 holding.
  • Nikulski Financial first reported a position in Bloom Energy in Q4 2025 and has held it in 4 quarters since.
  • Nikulski Financial's Bloom Energy position peaked at $1.9M in Q2 2026.
  • 980 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Nikulski Financial's 13F filing for Q3 2026, filed 6 Nov 2026.