Smallwood Wealth Investment Management’s Bloom Energy BE Stock Holding History

Smallwood Wealth Investment 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 Q2	$21.2K	Buy	+70	New	+$17.9K	0.01%	272

Other funds holding BE

ECP

Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Smallwood Wealth Investment Management's BE Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in Bloom Energy (BE) in Q2 2026: 70 shares worth $21.2K. The stake represents 0.01% of the portfolio and ranks #272 among its holdings.

443 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Smallwood Wealth Investment Management held 70 shares of Bloom Energy worth $21.2K as of Q2 2026.
Bloom Energy was a new Smallwood Wealth Investment Management position in Q2 2026.
Bloom Energy made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #272 holding.
443 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.