Operose Advisors’s Bloom Energy BE Stock Holding History

Operose 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	$28.2K	Hold	93	–	–	0.01%	360
2026 Q1	$12.6K	Hold	93	–	–	﹤0.01%	399
2025 Q4	$8.08K	Hold	93	–	–	﹤0.01%	388
2025 Q3	$7.87K	Sell	93 -200	-68%	-$9.29K	﹤0.01%	375
2025 Q2	$7.01K	Hold	293	–	–	﹤0.01%	351
2025 Q1	$5.76K	Hold	293	–	–	﹤0.01%	343
2024 Q4	$6.51K	Hold	293	–	–	﹤0.01%	341
2024 Q3	$3.09K	Hold	293	–	–	﹤0.01%	561
2024 Q2	$3.59K	Hold	293	–	–	﹤0.01%	510
2024 Q1	$3.29K	Hold	293	–	–	﹤0.01%	568
2023 Q4	$4.34K	Sell	293 -7	-2%	-$88	﹤0.01%	531
2023 Q3	$3.98K	Hold	300	–	–	﹤0.01%	673
2023 Q2	$4.91K	Hold	300	–	–	﹤0.01%	314
2023 Q1	$5.98K	Buy	+300	New	+$6.57K	﹤0.01%	287

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

Operose Advisors's BE Position: Q2 2026 in Review

Operose Advisors held its Bloom Energy (BE) position steady in Q2 2026 at 93 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #360.

Operose Advisors first reported a position in BE in Q1 2023 and has held it in 14 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Operose Advisors held 93 shares of Bloom Energy worth $28.2K as of Q2 2026.
Operose Advisors left its Bloom Energy share count unchanged in Q2 2026.
Bloom Energy made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #360 holding.
Operose Advisors first reported a position in Bloom Energy in Q1 2023 and has held it in 14 quarters since.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.