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RFG - Bristol Wealth Advisors’s Bloom Energy BE Stock Holding History

RFG - Bristol Wealth 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 		$238K Buy
+787
New +$202K 0.06% 162

Other funds holding BE

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Ameriprise
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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

RFG - Bristol Wealth Advisors's BE Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors opened a new position in Bloom Energy (BE) in Q2 2026: 787 shares worth $238K. The stake represents 0.06% of the portfolio and ranks #162 among its holdings.

1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 787 shares of Bloom Energy worth $238K as of Q2 2026.
  • Bloom Energy was a new RFG - Bristol Wealth Advisors position in Q2 2026.
  • Bloom Energy made up 0.06% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.