Nvest Wealth Strategies’s Bloom Energy BE Stock Holding History

Nvest Wealth Strategies’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	$606	Hold	2	–	–	﹤0.01%	260
2026 Q1	$271	Buy	+2	New	+$294	﹤0.01%	360

Other funds holding BE

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

ECP

Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nvest Wealth Strategies's BE Position: Q2 2026 in Review

Nvest Wealth Strategies held its Bloom Energy (BE) position steady in Q2 2026 at 2 shares worth $606. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Nvest Wealth Strategies first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 662 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Nvest Wealth Strategies held 2 shares of Bloom Energy worth $606 as of Q2 2026.
Nvest Wealth Strategies left its Bloom Energy share count unchanged in Q2 2026.
Bloom Energy made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #260 holding.
Nvest Wealth Strategies first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
662 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.