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Portside Wealth Group’s Bloom Energy BE Stock Holding History

Portside Wealth 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 		$396K Buy
+1,308
New +$335K 0.05% 345

Other funds holding BE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Portside Wealth Group's BE Position: Q2 2026 in Review

Portside Wealth Group opened a new position in Bloom Energy (BE) in Q2 2026: 1,308 shares worth $396K. The stake represents 0.05% of the portfolio and ranks #345 among its holdings.

154 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Portside Wealth Group held 1,308 shares of Bloom Energy worth $396K as of Q2 2026.
  • Bloom Energy was a new Portside Wealth Group position in Q2 2026.
  • Bloom Energy made up 0.05% of Portside Wealth Group's portfolio in Q2 2026, its #345 holding.
  • 154 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.