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Sovereign Financial Group’s Bloom Energy BE Stock Holding History

Sovereign Financial Group’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 		$695K Sell
2,295
-1,116
-33% -$286K 0.11% 174
2026
Q1 		$462K Buy
3,411
+1,079
+46% +$158K 0.08% 220
2025
Q4 		$203K Sell
2,332
-869
-27% -$91.3K 0.03% 333
2025
Q3 		$271K Buy
+3,201
New +$149K 0.05% 273

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

Sovereign Financial Group's BE Position: Q2 2026 in Review

Sovereign Financial Group reduced its Bloom Energy (BE) stake by 33% in Q2 2026, selling an estimated $286K and leaving 2,295 shares worth $695K. The position accounts for 0.11% of the portfolio, ranked #174.

Sovereign Financial Group first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Sovereign Financial Group held 2,295 shares of Bloom Energy worth $695K as of Q2 2026.
  • Sovereign Financial Group sold 1,116 Bloom Energy shares in Q2 2026, an estimated $286K.
  • Bloom Energy made up 0.11% of Sovereign Financial Group's portfolio in Q2 2026, its #174 holding.
  • Sovereign Financial Group first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.