Portside Wealth Group
BE icon

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
Q3 		$402K Buy
1,452
+144
+11% +$34K 0.04% 347
2026
Q2 		$396K Buy
+1,308
New +$335K 0.05% 345

Other funds holding BE

ECP
Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Portside Wealth Group's BE Position: Q3 2026 in Review

Portside Wealth Group increased its Bloom Energy (BE) stake by 11% in Q3 2026, buying an estimated $34K and bringing the position to 1,452 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #347.

Portside Wealth Group first reported a position in BE in Q2 2026 and has held it in 2 quarters since. 425 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Portside Wealth Group held 1,452 shares of Bloom Energy worth $402K as of Q3 2026.
  • Portside Wealth Group bought 144 Bloom Energy shares in Q3 2026, an estimated $34K.
  • Bloom Energy made up 0.04% of Portside Wealth Group's portfolio in Q3 2026, its #347 holding.
  • Portside Wealth Group first reported a position in Bloom Energy in Q2 2026 and has held it in 2 quarters since.
  • 425 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.