Roxbury Financial’s Bloom Energy BE Stock Holding History

Roxbury Financial’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	$2.12K	Hold	7	–	–	﹤0.01%	378
2026 Q1	$948	Buy	+7	New	+$1.03K	﹤0.01%	366

Other funds holding BE

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Roxbury Financial's BE Position: Q2 2026 in Review

Roxbury Financial held its Bloom Energy (BE) position steady in Q2 2026 at 7 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Roxbury Financial first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Roxbury Financial held 7 shares of Bloom Energy worth $2.12K as of Q2 2026.
Roxbury Financial left its Bloom Energy share count unchanged in Q2 2026.
Bloom Energy made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #378 holding.
Roxbury Financial first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
308 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.