Sound Income Strategies’s Bloom Energy BE Stock Holding History

Sound Income Strategies’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	–	Sell	-776	Closed	-$103K	–	671
2026 Q1	$103K	Buy	776 +20	+3%	+$2.94K	0.01%	593
2025 Q4	$113K	Sell	756 -797	-51%	-$83.7K	0.01%	552
2025 Q3	$135K	Buy	1,553 +669	+76%	+$31.1K	0.01%	353
2025 Q2	$21.1K	Hold	884	–	–	﹤0.01%	736
2025 Q1	$17.4K	Buy	884 +407	+85%	+$9.72K	﹤0.01%	751
2024 Q4	$10.6K	Hold	477	–	–	﹤0.01%	821
2024 Q3	$5.04K	Hold	477	–	–	﹤0.01%	949
2024 Q2	$5.84K	Hold	477	–	–	﹤0.01%	909
2024 Q1	$5.36K	Hold	477	–	–	﹤0.01%	897
2023 Q4	$7.06K	Sell	477 -1	-0.2%	-$13	﹤0.01%	813
2023 Q3	$6.34K	Hold	478	–	–	﹤0.01%	692
2023 Q2	$7.82K	Hold	478	–	–	﹤0.01%	632
2023 Q1	$9.53K	Buy	+478	New	+$10.5K	﹤0.01%	565

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Sound Income Strategies's BE Position: Q2 2026 in Review

Sound Income Strategies sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 776 shares — an estimated $103K sold.

Sound Income Strategies first reported a position in BE in Q1 2023 and held it in 13 quarters. The position peaked at $135K in Q3 2025. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Sound Income Strategies reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 776 Bloom Energy shares in Q2 2026, an estimated $103K.
Sound Income Strategies first reported a position in Bloom Energy in Q1 2023 and held it in 13 quarters.
Sound Income Strategies's Bloom Energy position peaked at $135K in Q3 2025.
1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.