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Root Financial Partners’s Bloom Energy BE Stock Holding History

Root Financial Partners’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 		$14.9K Buy
110
+43
+64% +$6.31K ﹤0.01% 1487
2025
Q4 		$5.82K Buy
67
+57
+570% +$5.99K ﹤0.01% 1715
2025
Q3 		$846 Buy
+10
New +$464 ﹤0.01% 2085

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

Root Financial Partners's BE Position: Q1 2026 in Review

Root Financial Partners increased its Bloom Energy (BE) stake by 64% in Q1 2026, buying an estimated $6.31K and bringing the position to 110 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Root Financial Partners first reported a position in BE in Q3 2025 and has held it in 3 quarters since. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Root Financial Partners held 110 shares of Bloom Energy worth $14.9K as of Q1 2026.
  • Root Financial Partners bought 43 Bloom Energy shares in Q1 2026, an estimated $6.31K.
  • Bloom Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1487 holding.
  • Root Financial Partners first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
  • 979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.