Root Financial Partners
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
Q3 		$53.2K Buy
+192
New +$45.4K ﹤0.01% 1054
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return

Root Financial Partners's BE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Bloom Energy (BE) in Q3 2026: 192 shares worth $53.2K. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BE as recently as Q1 2026.

Root Financial Partners first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,130 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Root Financial Partners held 192 shares of Bloom Energy worth $53.2K as of Q3 2026.
  • Bloom Energy was a new Root Financial Partners position in Q3 2026.
  • Bloom Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1054 holding.
  • Root Financial Partners first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.