Shah Wealth Advisors’s Bloom Energy BE Stock Holding History

Shah 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	$4.84M	Buy	+15,992	New	+$4.1M	1.12%	20

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

GAMA

Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return

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

Shah Wealth Advisors opened a new position in Bloom Energy (BE) in Q2 2026: 15,992 shares worth $4.84M. The stake represents 1.12% of the portfolio and ranks #20 among its holdings.

1,195 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Shah Wealth Advisors held 15,992 shares of Bloom Energy worth $4.84M as of Q2 2026.
Bloom Energy was a new Shah Wealth Advisors position in Q2 2026.
Bloom Energy made up 1.12% of Shah Wealth Advisors's portfolio in Q2 2026, its #20 holding.
1,195 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Shah Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.