RFA
BE icon

Register Financial Advisors’s Bloom Energy BE Stock Holding History

Register Financial Advisors’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 		$301K Buy
+995
New +$255K 0.09% 195
2024
Q3 		– Sell
-1,723
Closed -$21.1K – 345
2024
Q2 		$21.1K Hold
1,723
– – 0.01% 446
2024
Q1 		$19.4K Buy
+1,723
New +$18.9K 0.01% 453
2023
Q4 		– Sell
-1,000
Closed -$13.3K – 336
2023
Q3 		$13.3K Hold
1,000
– – 0.01% 383
2023
Q2 		$16.4K Hold
1,000
– – 0.01% 359
2023
Q1 		$19.9K Hold
1,000
– – 0.02% 336
2022
Q4 		$19.1K Buy
+1,000
New +$19.6K 0.01% 532

Other funds holding BE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Register Financial Advisors's BE Position: Q2 2026 in Review

Register Financial Advisors opened a new position in Bloom Energy (BE) in Q2 2026: 995 shares worth $301K. The stake represents 0.09% of the portfolio and ranks #195 among its holdings. This is a return to the name: Register Financial Advisors previously reported a position in BE as recently as Q2 2024.

Register Financial Advisors first reported a position in BE in Q4 2022 and has held it in 7 quarters since. 154 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Register Financial Advisors held 995 shares of Bloom Energy worth $301K as of Q2 2026.
  • Bloom Energy was a new Register Financial Advisors position in Q2 2026.
  • Bloom Energy made up 0.09% of Register Financial Advisors's portfolio in Q2 2026, its #195 holding.
  • Register Financial Advisors first reported a position in Bloom Energy in Q4 2022 and has held it in 7 quarters since.
  • 154 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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