Private Advisor Group’s Bloom Energy BE Stock Holding History

Private Advisor 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	$2.8M	Sell	9,244 -587	-6%	-$150K	0.01%	867
2026 Q1	$1.33M	Buy	9,831 +3,897	+66%	+$572K	0.01%	1248
2025 Q4	$516K	Sell	5,934 -12	-0.2%	-$1.26K	﹤0.01%	1807
2025 Q3	$503K	Buy	+5,946	New	+$276K	﹤0.01%	1775
2020 Q3	–	Sell	-9,783	Closed	-$106K	–	1747
2020 Q2	$106K	Buy	+9,783	New	+$76.4K	﹤0.01%	1671

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Private Advisor Group's BE Position: Q2 2026 in Review

Private Advisor Group reduced its Bloom Energy (BE) stake by 6% in Q2 2026, selling an estimated $150K and leaving 9,244 shares worth $2.8M. The position accounts for 0.01% of the portfolio, ranked #867.

Private Advisor Group first reported a position in BE in Q2 2020 and has held it in 5 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Private Advisor Group held 9,244 shares of Bloom Energy worth $2.8M as of Q2 2026.
Private Advisor Group sold 587 Bloom Energy shares in Q2 2026, an estimated $150K.
Bloom Energy made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #867 holding.
Private Advisor Group first reported a position in Bloom Energy in Q2 2020 and has held it in 5 quarters since.
1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.