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REX Advisers’s Bloom Energy BE Stock Holding History

REX Advisers’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 		$990K Buy
+3,400
New +$803K 4.69% 3
2026
Q1 		– Sell
-4,600
Closed -$400K – 77
2025
Q4 		$400K Buy
+4,600
New +$483K 1.69% 14

Other funds holding BE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

REX Advisers's BE Position: Q3 2026 in Review

REX Advisers opened a new position in Bloom Energy (BE) in Q3 2026: 3,400 shares worth $990K. The stake represents 4.69% of the portfolio and ranks #3 among its holdings. This is a return to the name: REX Advisers previously reported a position in BE as recently as Q4 2025.

REX Advisers first reported a position in BE in Q4 2025 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • REX Advisers held 3,400 shares of Bloom Energy worth $990K as of Q3 2026.
  • Bloom Energy was a new REX Advisers position in Q3 2026.
  • Bloom Energy made up 4.69% of REX Advisers's portfolio in Q3 2026, its #3 holding.
  • REX Advisers first reported a position in Bloom Energy in Q4 2025 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on REX Advisers's 13F filing for Q3 2026, filed 8 Oct 2026.