Spire Wealth Management’s Bloom Energy BE Stock Holding History

Spire Wealth 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	$1.58M	Buy	5,214 +5,152	+8,310%	+$1.32M	0.05%	313
2026 Q1	$8.4K	Buy	62 +12	+24%	+$1.76K	﹤0.01%	1672
2025 Q4	$4.34K	Buy	+50	New	+$5.25K	﹤0.01%	1945
2025 Q1	–	Sell	-700	Closed	-$15.5K	–	2474
2024 Q4	$15.5K	Buy	700 +500	+250%	+$8.76K	﹤0.01%	1702
2024 Q3	$2.11K	Hold	200	–	–	﹤0.01%	1995
2024 Q2	$2.45K	Hold	200	–	–	﹤0.01%	1974
2024 Q1	$2.25K	Hold	200	–	–	﹤0.01%	2069
2023 Q4	$2.28K	Hold	200	–	–	﹤0.01%	2118
2023 Q3	$2.65K	Hold	200	–	–	﹤0.01%	2073
2023 Q2	$3.27K	Buy	+200	New	+$3.23K	﹤0.01%	2099
2022 Q3	–	Sell	-500	Closed	-$8K	–	2204
2022 Q2	$8K	Hold	500	–	–	﹤0.01%	1979
2022 Q1	$12K	Hold	500	–	–	﹤0.01%	1965
2021 Q4	$11K	Hold	500	–	–	﹤0.01%	2336
2021 Q3	$9K	Hold	500	–	–	﹤0.01%	2113
2021 Q2	$13K	Hold	500	–	–	﹤0.01%	2021
2021 Q1	$14K	Buy	+500	New	+$16.3K	﹤0.01%	2290

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 $3.37T AUM 44.26% 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

Spire Wealth Management's BE Position: Q2 2026 in Review

Spire Wealth Management increased its Bloom Energy (BE) stake by 8,310% in Q2 2026, buying an estimated $1.32M and bringing the position to 5,214 shares worth $1.58M. The position accounts for 0.05% of the portfolio, ranked #313.

Spire Wealth Management first reported a position in BE in Q1 2021 and has held it in 16 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Spire Wealth Management held 5,214 shares of Bloom Energy worth $1.58M as of Q2 2026.
Spire Wealth Management bought 5,152 Bloom Energy shares in Q2 2026, an estimated $1.32M.
Bloom Energy made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #313 holding.
Spire Wealth Management first reported a position in Bloom Energy in Q1 2021 and has held it in 16 quarters since.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.