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Smartleaf Asset Management’s Bloom Energy BE Stock Holding History

Smartleaf Asset 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 		$790K Hold
2,874
– – 0.03% 460
2026
Q1 		$343K Buy
2,874
+788
+38% +$116K 0.01% 625
2025
Q4 		$182K Buy
2,086
+714
+52% +$75K 0.01% 849
2025
Q3 		$101K Buy
1,372
+729
+113% +$33.9K 0.01% 1070
2025
Q2 		$14.3K Sell
643
-814
-56% -$15.8K ﹤0.01% 1698
2025
Q1 		$29.6K Buy
1,457
+202
+16% +$4.82K ﹤0.01% 1409
2024
Q4 		$28.3K Buy
1,255
+934
+291% +$16.4K ﹤0.01% 1463
2024
Q3 		$3.43K Buy
321
+263
+453% +$3.12K ﹤0.01% 2283
2024
Q2 		$756 Buy
+58
New +$739 ﹤0.01% 2472

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
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

Smartleaf Asset Management's BE Position: Q2 2026 in Review

Smartleaf Asset Management held its Bloom Energy (BE) position steady in Q2 2026 at 2,874 shares worth $790K. The position accounts for 0.03% of the portfolio, ranked #460.

Smartleaf Asset Management first reported a position in BE in Q2 2024 and has held it in 9 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Smartleaf Asset Management held 2,874 shares of Bloom Energy worth $790K as of Q2 2026.
  • Smartleaf Asset Management left its Bloom Energy share count unchanged in Q2 2026.
  • Bloom Energy made up 0.03% of Smartleaf Asset Management's portfolio in Q2 2026, its #460 holding.
  • Smartleaf Asset Management first reported a position in Bloom Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.