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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
Q2 		$14.2K Buy
47
+8
+21% +$2.05K 0.01% 193
2026
Q1 		$5.29K 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 $6.73T 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

Retirement Wealth Solutions's BE Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Bloom Energy (BE) stake by 21% in Q2 2026, buying an estimated $2.05K and bringing the position to 47 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #193.

Retirement Wealth Solutions first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Retirement Wealth Solutions held 47 shares of Bloom Energy worth $14.2K as of Q2 2026.
  • Retirement Wealth Solutions bought 8 Bloom Energy shares in Q2 2026, an estimated $2.05K.
  • Bloom Energy made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #193 holding.
  • Retirement Wealth Solutions first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.