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Prospera Financial Services’s Bloom Energy BE Stock Holding History

Prospera Financial Services’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 		$438K Buy
+1,447
New +$371K 0.01% 1093
2025
Q4 		– Sell
-89,505
Closed -$7.57M – 1365
2025
Q3 		$7.57M Sell
89,505
-6,027
-6% -$280K 0.13% 168
2025
Q2 		$2.29M Buy
95,532
+313
+0.3% +$6.06K 0.04% 429
2025
Q1 		$1.87M Buy
95,219
+2,587
+3% +$61.8K 0.04% 401
2024
Q4 		$2.06M Sell
92,632
-423
-0.5% -$7.41K 0.05% 363
2024
Q3 		$983K Buy
93,055
+714
+0.8% +$8.47K 0.03% 507
2024
Q2 		$1.13M Buy
92,341
+821
+0.9% +$10.5K 0.03% 471
2024
Q1 		$1.03M Buy
91,520
+27,861
+44% +$306K 0.03% 489
2023
Q4 		$942K Buy
63,659
+2,506
+4% +$31.4K 0.03% 487
2023
Q3 		$811K Buy
61,153
+1,879
+3% +$29.5K 0.03% 472
2023
Q2 		$969K Buy
59,274
+12,632
+27% +$204K 0.04% 426
2023
Q1 		$930K Sell
46,642
-1,297
-3% -$28.4K 0.04% 454
2022
Q4 		$917K Sell
47,939
-4,003
-8% -$78.6K 0.05% 373
2022
Q3 		$1.04M Buy
51,942
+27
+0.1% +$608 0.05% 361
2022
Q2 		$857K Buy
51,915
+19,836
+62% +$363K 0.04% 401
2022
Q1 		$775K Buy
+32,079
New +$627K 0.03% 485

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
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

Prospera Financial Services's BE Position: Q2 2026 in Review

Prospera Financial Services opened a new position in Bloom Energy (BE) in Q2 2026: 1,447 shares worth $438K. The stake represents 0.01% of the portfolio and ranks #1093 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in BE as recently as Q3 2025.

Prospera Financial Services first reported a position in BE in Q1 2022 and has held it in 16 quarters since. The position peaked at $7.57M in Q3 2025. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Prospera Financial Services held 1,447 shares of Bloom Energy worth $438K as of Q2 2026.
  • Bloom Energy was a new Prospera Financial Services position in Q2 2026.
  • Bloom Energy made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1093 holding.
  • Prospera Financial Services first reported a position in Bloom Energy in Q1 2022 and has held it in 16 quarters since.
  • Prospera Financial Services's Bloom Energy position peaked at $7.57M in Q3 2025.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.