Scarborough Advisors’s Bloom Energy BE Stock Holding History

Scarborough Advisors’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	–	Sell	-135	Closed	-$18.3K	–	204
2026 Q1	$18.3K	Buy	135 +15	+13%	+$2.2K	﹤0.01%	362
2025 Q4	$10.4K	Buy	+120	New	+$12.6K	﹤0.01%	261

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

Scarborough Advisors's BE Position: Q2 2026 in Review

Scarborough Advisors sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 135 shares — an estimated $18.3K sold.

Scarborough Advisors first reported a position in BE in Q4 2025 and held it in 2 quarters. The position peaked at $18.3K in Q1 2026. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Scarborough Advisors reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 135 Bloom Energy shares in Q2 2026, an estimated $18.3K.
Scarborough Advisors first reported a position in Bloom Energy in Q4 2025 and held it in 2 quarters.
Scarborough Advisors's Bloom Energy position peaked at $18.3K in Q1 2026.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.