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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
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

ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Nikulski Financial's BE Position: Q2 2026 in Review

Nikulski Financial reduced its Bloom Energy (BE) stake by 3.5% in Q2 2026, selling an estimated $58.9K and leaving 6,282 shares worth $1.9M. The position accounts for 0.41% of the portfolio, ranked #69.

Nikulski Financial first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 417 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Nikulski Financial held 6,282 shares of Bloom Energy worth $1.9M as of Q2 2026.
  • Nikulski Financial sold 230 Bloom Energy shares in Q2 2026, an estimated $58.9K.
  • Bloom Energy made up 0.41% of Nikulski Financial's portfolio in Q2 2026, its #69 holding.
  • Nikulski Financial first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • 417 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.