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Robertson Stephens Wealth Management’s Bloom Energy BE Stock Holding History

Robertson Stephens Wealth Management’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 		$2.54M Sell
8,379
-20
-0.2% -$5.12K 0.06% 191
2026
Q1 		$1.14M Sell
8,399
-330
-4% -$48.4K 0.03% 281
2025
Q4 		$758K Sell
8,729
-1,240
-12% -$130K 0.02% 355
2025
Q3 		$843K Sell
9,969
-4,490
-31% -$209K 0.03% 273
2025
Q2 		$346K Buy
14,459
+1,000
+7% +$19.4K 0.01% 432
2025
Q1 		$265K Hold
13,459
– – 0.01% 473
2024
Q4 		$299K Sell
13,459
-500
-4% -$8.76K 0.01% 470
2024
Q3 		$147K Sell
13,959
-47
-0.3% -$558 0.01% 609
2024
Q2 		$171K Sell
14,006
-2,524
-15% -$32.2K 0.01% 483
2024
Q1 		$186K Buy
16,530
+237
+1% +$2.6K 0.01% 484
2023
Q4 		$241K Buy
16,293
+3,000
+23% +$37.5K 0.01% 416
2023
Q3 		$176K Buy
13,293
+2,334
+21% +$36.6K 0.01% 433
2023
Q2 		$179K Hold
10,959
– – 0.01% 408
2023
Q1 		$218K Hold
10,959
– – 0.02% 413
2022
Q4 		$210K Hold
10,959
– – 0.02% 388
2022
Q3 		$219K Hold
10,959
– – 0.02% 327
2022
Q2 		$180K Hold
10,959
– – 0.02% 360
2022
Q1 		$264K Hold
10,959
– – 0.02% 333
2021
Q4 		$240K Sell
10,959
-7
-0.1% -$177 0.02% 354
2021
Q3 		$205K Hold
10,966
– – 0.02% 299
2021
Q2 		$294K Sell
10,966
-164
-1% -$3.98K 0.04% 266
2021
Q1 		$301K Buy
11,130
+2,661
+31% +$86.8K 0.05% 234
2020
Q4 		$242K Buy
+8,469
New +$181K 0.05% 214

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

Robertson Stephens Wealth Management's BE Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Bloom Energy (BE) stake by 0.24% in Q2 2026, selling an estimated $5.12K and leaving 8,379 shares worth $2.54M. The position accounts for 0.06% of the portfolio, ranked #191.

Robertson Stephens Wealth Management first reported a position in BE in Q4 2020 and has held it in 23 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Robertson Stephens Wealth Management held 8,379 shares of Bloom Energy worth $2.54M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 20 Bloom Energy shares in Q2 2026, an estimated $5.12K.
  • Bloom Energy made up 0.06% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #191 holding.
  • Robertson Stephens Wealth Management first reported a position in Bloom Energy in Q4 2020 and has held it in 23 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.