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SteelPeak Wealth’s Bloom Energy BE Stock Holding History

SteelPeak Wealth’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 		$4.49M Sell
14,838
-1,844
-11% -$472K 0.12% 137
2026
Q1 		$2.26M Buy
+16,682
New +$2.45M 0.07% 207
2023
Q3 		– Sell
-11,266
Closed -$184K – 450
2023
Q2 		$184K Buy
+11,266
New +$182K 0.01% 395

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

SteelPeak Wealth's BE Position: Q2 2026 in Review

SteelPeak Wealth reduced its Bloom Energy (BE) stake by 11% in Q2 2026, selling an estimated $472K and leaving 14,838 shares worth $4.49M. The position accounts for 0.12% of the portfolio, ranked #137.

SteelPeak Wealth first reported a position in BE in Q2 2023 and has held it in 3 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • SteelPeak Wealth held 14,838 shares of Bloom Energy worth $4.49M as of Q2 2026.
  • SteelPeak Wealth sold 1,844 Bloom Energy shares in Q2 2026, an estimated $472K.
  • Bloom Energy made up 0.12% of SteelPeak Wealth's portfolio in Q2 2026, its #137 holding.
  • SteelPeak Wealth first reported a position in Bloom Energy in Q2 2023 and has held it in 3 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.