SFMG Wealth Advisors’s Bloom Energy BE Stock Holding History

SFMG Wealth 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	$334K	Sell	1,104 -512	-32%	-$131K	0.02%	238
2026 Q1	$219K	Buy	+1,616	New	+$237K	0.01%	281

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

SFMG Wealth Advisors's BE Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its Bloom Energy (BE) stake by 32% in Q2 2026, selling an estimated $131K and leaving 1,104 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #238.

SFMG Wealth Advisors first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

SFMG Wealth Advisors held 1,104 shares of Bloom Energy worth $334K as of Q2 2026.
SFMG Wealth Advisors sold 512 Bloom Energy shares in Q2 2026, an estimated $131K.
Bloom Energy made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #238 holding.
SFMG Wealth Advisors first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.