Sage Investment Advisers’s Bloom Energy BE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$266K Buy
+880
New +$225K 0.18% 88

Other funds holding BE

Sage Investment Advisers's BE Position: Q2 2026 in Review

Sage Investment Advisers opened a new position in Bloom Energy (BE) in Q2 2026: 880 shares worth $266K. The stake represents 0.18% of the portfolio and ranks #88 among its holdings.

468 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Sage Investment Advisers held 880 shares of Bloom Energy worth $266K as of Q2 2026.
  • Bloom Energy was a new Sage Investment Advisers position in Q2 2026.
  • Bloom Energy made up 0.18% of Sage Investment Advisers's portfolio in Q2 2026, its #88 holding.
  • 468 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.