Principia Wealth Advisory’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
Other funds holding BE
SA
VARA
Principia Wealth Advisory's BE Position: Q2 2026 in Review
Principia Wealth Advisory increased its Bloom Energy (BE) stake by 25% in Q2 2026, buying an estimated $512 and bringing the position to 10 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #479.
Principia Wealth Advisory first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.
- Principia Wealth Advisory held 10 shares of Bloom Energy worth $3.03K as of Q2 2026.
- Principia Wealth Advisory bought 2 Bloom Energy shares in Q2 2026, an estimated $512.
- Bloom Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #479 holding.
- Principia Wealth Advisory first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
- 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.