Private Wealth Management Group’s Bloom Energy BE Stock Holding History

Private Wealth Management 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	$10.3K	Sell	34 -3	-8%	-$769	﹤0.01%	570
2026 Q1	$5.01K	Buy	37 +3	+9%	+$440	﹤0.01%	769
2025 Q4	$2.96K	Buy	+34	New	+$3.57K	﹤0.01%	951

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

Private Wealth Management Group reduced its Bloom Energy (BE) stake by 8.1% in Q2 2026, selling an estimated $769 and leaving 34 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Private Wealth Management Group first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Private Wealth Management Group held 34 shares of Bloom Energy worth $10.3K as of Q2 2026.
Private Wealth Management Group sold 3 Bloom Energy shares in Q2 2026, an estimated $769.
Bloom Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #570 holding.
Private Wealth Management Group first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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