Retirement Wealth Solutions
BE icon

Retirement Wealth Solutions’s Bloom Energy BE Stock Holding History

Retirement Wealth Solutions’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
Q3 		$7.2K Sell
26
-21
-45% -$4.96K ﹤0.01% 314
2026
Q2 		$14.2K Buy
47
+8
+21% +$2.05K 0.01% 193
2026
Q1 		$5.28K Buy
39
+5
+15% +$734 ﹤0.01% 307
2025
Q4 		$2.96K Buy
34
+7
+26% +$735 ﹤0.01% 394
2025
Q3 		$2.28K Buy
+27
New +$1.25K ﹤0.01% 420

Other funds holding BE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return

Retirement Wealth Solutions's BE Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Bloom Energy (BE) stake by 45% in Q3 2026, selling an estimated $4.96K and leaving 26 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Retirement Wealth Solutions first reported a position in BE in Q3 2025 and has held it in 5 quarters since. The position peaked at $14.2K in Q2 2026. 1,130 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Retirement Wealth Solutions held 26 shares of Bloom Energy worth $7.2K as of Q3 2026.
  • Retirement Wealth Solutions sold 21 Bloom Energy shares in Q3 2026, an estimated $4.96K.
  • Bloom Energy made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #314 holding.
  • Retirement Wealth Solutions first reported a position in Bloom Energy in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Bloom Energy position peaked at $14.2K in Q2 2026.
  • 1,130 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.