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Raffa Wealth Management’s Bloom Energy BE Stock Holding History

Raffa Wealth Management’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 		$9.08K Buy
30
+12
+67% +$3.07K ﹤0.01% 450
2026
Q1 		$2.44K Buy
18
+10
+125% +$1.47K ﹤0.01% 700
2025
Q4 		$695 Buy
+8
New +$841 ﹤0.01% 1014

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
GAMA
Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return

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

Raffa Wealth Management increased its Bloom Energy (BE) stake by 67% in Q2 2026, buying an estimated $3.07K and bringing the position to 30 shares worth $9.08K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Raffa Wealth Management first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,195 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Raffa Wealth Management held 30 shares of Bloom Energy worth $9.08K as of Q2 2026.
  • Raffa Wealth Management bought 12 Bloom Energy shares in Q2 2026, an estimated $3.07K.
  • Bloom Energy made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #450 holding.
  • Raffa Wealth Management first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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