PGF
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Plan Group Financial’s Bloom Energy BE Stock Holding History

Plan Group Financial’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 		$272K Buy
+900
New +$231K 0.06% 185

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

Plan Group Financial's BE Position: Q2 2026 in Review

Plan Group Financial opened a new position in Bloom Energy (BE) in Q2 2026: 900 shares worth $272K. The stake represents 0.06% of the portfolio and ranks #185 among its holdings.

1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Plan Group Financial held 900 shares of Bloom Energy worth $272K as of Q2 2026.
  • Bloom Energy was a new Plan Group Financial position in Q2 2026.
  • Bloom Energy made up 0.06% of Plan Group Financial's portfolio in Q2 2026, its #185 holding.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.