SWP
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Sagespring Wealth Partners’s Bloom Energy BE Stock Holding History

Sagespring Wealth 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
Q2 		$335K Buy
+1,108
New +$284K 0.01% 648

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Sagespring Wealth Partners's BE Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in Bloom Energy (BE) in Q2 2026: 1,108 shares worth $335K. The stake represents 0.01% of the portfolio and ranks #648 among its holdings.

1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Sagespring Wealth Partners held 1,108 shares of Bloom Energy worth $335K as of Q2 2026.
  • Bloom Energy was a new Sagespring Wealth Partners position in Q2 2026.
  • Bloom Energy made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #648 holding.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.