SageView Advisory Group’s Bloom Energy BE Stock Holding History

SageView Advisory Group’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	$326K	Buy	+1,078	New	+$276K	0.01%	474
2026 Q1	–	Sell	-634	Closed	-$55.1K	–	773
2025 Q4	$55.1K	Buy	+634	New	+$66.6K	﹤0.01%	1033

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SageView Advisory Group's BE Position: Q2 2026 in Review

SageView Advisory Group opened a new position in Bloom Energy (BE) in Q2 2026: 1,078 shares worth $326K. The stake represents 0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in BE as recently as Q4 2025.

SageView Advisory Group first reported a position in BE in Q4 2025 and has held it in 2 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

SageView Advisory Group held 1,078 shares of Bloom Energy worth $326K as of Q2 2026.
Bloom Energy was a new SageView Advisory Group position in Q2 2026.
Bloom Energy made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #474 holding.
SageView Advisory Group first reported a position in Bloom Energy in Q4 2025 and has held it in 2 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.