RFP
BE icon

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
Q2 		– Sell
-110
Closed -$14.9K – 716
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 $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

Root Financial Partners's BE Position: Q2 2026 in Review

Root Financial Partners sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 110 shares — an estimated $14.9K sold.

Root Financial Partners first reported a position in BE in Q3 2025 and held it in 3 quarters. The position peaked at $14.9K in Q1 2026. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Root Financial Partners reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 110 Bloom Energy shares in Q2 2026, an estimated $14.9K.
  • Root Financial Partners first reported a position in Bloom Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Bloom Energy position peaked at $14.9K in Q1 2026.
  • 1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.