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PBMares Wealth Management’s Bloom Energy BE Stock Holding History

PBMares 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
2025
Q3 		$912K Buy
+10,780
New +$501K 0.15% 81

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $649M AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

PBMares Wealth Management's BE Position: Q3 2025 in Review

PBMares Wealth Management opened a new position in Bloom Energy (BE) in Q3 2025: 10,780 shares worth $912K. The stake represents 0.15% of the portfolio and ranks #81 among its holdings.

600 funds tracked by Wall St. Rank hold BE as of Q3 2025.

  • PBMares Wealth Management held 10,780 shares of Bloom Energy worth $912K as of Q3 2025.
  • Bloom Energy was a new PBMares Wealth Management position in Q3 2025.
  • Bloom Energy made up 0.15% of PBMares Wealth Management's portfolio in Q3 2025, its #81 holding.
  • 600 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.