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Patriot Financial Group Insurance Agency’s Bloom Energy BE Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-4,002
Closed -$542K – 502
2026
Q1 		$542K Buy
+4,002
New +$587K 0.03% 419
2022
Q3 		– Sell
-155
Closed -$3K – 548
2022
Q2 		$3K Sell
155
-40
-21% -$732 ﹤0.01% 1607
2022
Q1 		$5K Buy
+195
New +$3.81K ﹤0.01% 1583
2021
Q3 		– Sell
-700
Closed -$19K – 2137
2021
Q2 		$19K Sell
700
-1,600
-70% -$38.8K ﹤0.01% 1195
2021
Q1 		$62K Buy
+2,300
New +$75K 0.01% 697

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

Patriot Financial Group Insurance Agency's BE Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 4,002 shares — an estimated $542K sold.

Patriot Financial Group Insurance Agency first reported a position in BE in Q1 2021 and held it in 5 quarters. The position peaked at $542K in Q1 2026. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,002 Bloom Energy shares in Q2 2026, an estimated $542K.
  • Patriot Financial Group Insurance Agency first reported a position in Bloom Energy in Q1 2021 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Bloom Energy position peaked at $542K in Q1 2026.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.