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Palumbo Wealth Management’s Bloom Energy BE Stock Holding History

Palumbo Wealth Management’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 		$5.34M Sell
17,649
-4,099
-19% -$1.05M 1.12% 23
2026
Q1 		$2.95M Buy
21,748
+331
+2% +$48.6K 0.72% 31
2025
Q4 		$1.86M Sell
21,417
-2,027
-9% -$213K 0.46% 46
2025
Q3 		$1.98M Buy
23,444
+7,368
+46% +$342K 0.63% 39
2025
Q2 		$385K Sell
16,076
-39
-0.2% -$755 0.12% 125
2025
Q1 		$317K Buy
16,115
+4,284
+36% +$102K 0.11% 130
2024
Q4 		$263K Buy
+11,831
New +$207K 0.1% 132

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
SA
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

Palumbo Wealth Management's BE Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Bloom Energy (BE) stake by 19% in Q2 2026, selling an estimated $1.05M and leaving 17,649 shares worth $5.34M. The position accounts for 1.12% of the portfolio, ranked #23.

Palumbo Wealth Management first reported a position in BE in Q4 2024 and has held it in 7 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Palumbo Wealth Management held 17,649 shares of Bloom Energy worth $5.34M as of Q2 2026.
  • Palumbo Wealth Management sold 4,099 Bloom Energy shares in Q2 2026, an estimated $1.05M.
  • Bloom Energy made up 1.12% of Palumbo Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Palumbo Wealth Management first reported a position in Bloom Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.