Roxbury Financial
BE icon

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
Q3 		$1.94K Hold
7
– – ﹤0.01% 399
2026
Q2 		$2.12K Hold
7
– – ﹤0.01% 378
2026
Q1 		$948 Buy
+7
New +$1.03K ﹤0.01% 366

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

Roxbury Financial's BE Position: Q3 2026 in Review

Roxbury Financial held its Bloom Energy (BE) position steady in Q3 2026 at 7 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Roxbury Financial first reported a position in BE in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.12K in Q2 2026. 1,130 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Roxbury Financial held 7 shares of Bloom Energy worth $1.94K as of Q3 2026.
  • Roxbury Financial left its Bloom Energy share count unchanged in Q3 2026.
  • Bloom Energy made up ﹤0.01% of Roxbury Financial's portfolio in Q3 2026, its #399 holding.
  • Roxbury Financial first reported a position in Bloom Energy in Q1 2026 and has held it in 3 quarters since.
  • Roxbury Financial's Bloom Energy position peaked at $2.12K in Q2 2026.
  • 1,130 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.