Johnson Dunn Capital Advisors Inc’s Bloom Energy BE Stock Holding History

Johnson Dunn Capital Advisors Inc’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	$385K	Buy	+1,390	New	+$328K	0.27%	116

Other funds holding BE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Johnson Dunn Capital Advisors Inc's BE Position: Q3 2026 in Review

Johnson Dunn Capital Advisors Inc opened a new position in Bloom Energy (BE) in Q3 2026: 1,390 shares worth $385K. The stake represents 0.27% of the portfolio and ranks #116 among its holdings.

959 funds tracked by Wall St. Rank hold BE as of Q3 2026.

Johnson Dunn Capital Advisors Inc held 1,390 shares of Bloom Energy worth $385K as of Q3 2026.
Bloom Energy was a new Johnson Dunn Capital Advisors Inc position in Q3 2026.
Bloom Energy made up 0.27% of Johnson Dunn Capital Advisors Inc's portfolio in Q3 2026, its #116 holding.
959 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Johnson Dunn Capital Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.