SHP Wealth Management’s Bloom Energy BE Stock Holding History

SHP Wealth Management’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 Q1	$27.8K	Buy	205 +5	+3%	+$734	﹤0.01%	635
2025 Q4	$17.4K	Buy	+200	New	+$21K	﹤0.01%	717

Other funds holding BE

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SHP Wealth Management's BE Position: Q1 2026 in Review

SHP Wealth Management increased its Bloom Energy (BE) stake by 2.5% in Q1 2026, buying an estimated $734 and bringing the position to 205 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

SHP Wealth Management first reported a position in BE in Q4 2025 and has held it in 2 quarters since. 981 funds tracked by Wall St. Rank hold BE as of Q1 2026.

SHP Wealth Management held 205 shares of Bloom Energy worth $27.8K as of Q1 2026.
SHP Wealth Management bought 5 Bloom Energy shares in Q1 2026, an estimated $734.
Bloom Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #635 holding.
SHP Wealth Management first reported a position in Bloom Energy in Q4 2025 and has held it in 2 quarters since.
981 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.