Paladin Advisory Group’s Bloom Energy BE Stock Holding History

Paladin Advisory Group’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	$96.3K	Hold	318	–	–	0.06%	125
2026 Q1	$43.1K	Hold	318	–	–	0.03%	150
2025 Q4	$27.6K	Sell	318 -100	-24%	-$10.5K	0.02%	178
2025 Q3	$35.4K	Hold	418	–	–	0.03%	161
2025 Q2	$10K	Hold	418	–	–	0.01%	197
2025 Q1	$8.22K	Hold	418	–	–	0.01%	203
2024 Q4	$9.28K	Hold	418	–	–	0.01%	205
2024 Q3	$4.41K	Hold	418	–	–	﹤0.01%	220
2024 Q2	$4.75K	Hold	418	–	–	﹤0.01%	209
2024 Q1	$4.9K	Hold	418	–	–	﹤0.01%	207
2023 Q4	$6.19K	Hold	418	–	–	0.01%	205
2023 Q3	$5.54K	Hold	418	–	–	﹤0.01%	230
2023 Q2	$6.83K	Hold	418	–	–	0.01%	230
2023 Q1	$8.33K	Buy	+418	New	+$9.15K	0.01%	222
2022 Q2	–	Sell	-418	Closed	-$7.65K	–	306
2022 Q1	$10K	Buy	+418	New	+$8.17K	0.01%	227

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

Paladin Advisory Group's BE Position: Q2 2026 in Review

Paladin Advisory Group held its Bloom Energy (BE) position steady in Q2 2026 at 318 shares worth $96.3K. The position accounts for 0.06% of the portfolio, ranked #125.

Paladin Advisory Group first reported a position in BE in Q1 2022 and has held it in 15 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Paladin Advisory Group held 318 shares of Bloom Energy worth $96.3K as of Q2 2026.
Paladin Advisory Group left its Bloom Energy share count unchanged in Q2 2026.
Bloom Energy made up 0.06% of Paladin Advisory Group's portfolio in Q2 2026, its #125 holding.
Paladin Advisory Group first reported a position in Bloom Energy in Q1 2022 and has held it in 15 quarters since.
1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.