Roberts Wealth Advisors’s Bloom Energy BE Stock Holding History

Roberts 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	$1.18M	Sell	3,898 -1,001	-20%	-$256K	0.27%	68
2026 Q1	$664K	Sell	4,899 -859	-15%	-$126K	0.17%	75
2025 Q4	$500K	Sell	5,758 -200	-3%	-$21K	0.13%	79
2025 Q3	$504K	Buy	+5,958	New	+$277K	0.13%	76

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Roberts Wealth Advisors's BE Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its Bloom Energy (BE) stake by 20% in Q2 2026, selling an estimated $256K and leaving 3,898 shares worth $1.18M. The position accounts for 0.27% of the portfolio, ranked #68.

Roberts Wealth Advisors first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Roberts Wealth Advisors held 3,898 shares of Bloom Energy worth $1.18M as of Q2 2026.
Roberts Wealth Advisors sold 1,001 Bloom Energy shares in Q2 2026, an estimated $256K.
Bloom Energy made up 0.27% of Roberts Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Roberts Wealth Advisors first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.