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OneDigital Investment Advisors’s Bloom Energy BE Stock Holding History

OneDigital Investment Advisors’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 		$2.8M Buy
9,261
+1,048
+13% +$269K 0.02% 423
2026
Q1 		$1.11M Buy
8,213
+2,671
+48% +$392K 0.01% 652
2025
Q4 		$482K Buy
+5,542
New +$582K ﹤0.01% 965

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

OneDigital Investment Advisors's BE Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Bloom Energy (BE) stake by 13% in Q2 2026, buying an estimated $269K and bringing the position to 9,261 shares worth $2.8M. The position accounts for 0.02% of the portfolio, ranked #423.

OneDigital Investment Advisors first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 987 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • OneDigital Investment Advisors held 9,261 shares of Bloom Energy worth $2.8M as of Q2 2026.
  • OneDigital Investment Advisors bought 1,048 Bloom Energy shares in Q2 2026, an estimated $269K.
  • Bloom Energy made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #423 holding.
  • OneDigital Investment Advisors first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • 987 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.