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Signature Wealth Management Partners’s Bloom Energy BE Stock Holding History

Signature Wealth Management Partners’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 		$255K Buy
+844
New +$216K 0.12% 101

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JP Morgan Chase
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Morgan Stanley
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
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VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Signature Wealth Management Partners's BE Position: Q2 2026 in Review

Signature Wealth Management Partners opened a new position in Bloom Energy (BE) in Q2 2026: 844 shares worth $255K. The stake represents 0.12% of the portfolio and ranks #101 among its holdings.

1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Signature Wealth Management Partners held 844 shares of Bloom Energy worth $255K as of Q2 2026.
  • Bloom Energy was a new Signature Wealth Management Partners position in Q2 2026.
  • Bloom Energy made up 0.12% of Signature Wealth Management Partners's portfolio in Q2 2026, its #101 holding.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.