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RIA Advisory Group’s Bloom Energy BE Stock Holding History

RIA Advisory Group’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
Q1 		– Sell
-5,384
Closed -$468K – 150
2025
Q4 		$468K Buy
+5,384
New +$566K 0.11% 93

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RIA Advisory Group's BE Position: Q1 2026 in Review

RIA Advisory Group sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 5,384 shares — an estimated $468K sold.

RIA Advisory Group first reported a position in BE in Q4 2025 and held it in 1 quarter. The position peaked at $468K in Q4 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • RIA Advisory Group reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
  • RIA Advisory Group sold 5,384 Bloom Energy shares in Q1 2026, an estimated $468K.
  • RIA Advisory Group first reported a position in Bloom Energy in Q4 2025 and held it in 1 quarter.
  • RIA Advisory Group's Bloom Energy position peaked at $468K in Q4 2025.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.