StoneCrest Wealth Management’s Bloom Energy BE Stock Holding History

StoneCrest 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	$2.97M	Sell	9,810 -333	-3%	-$85.3K	0.95%	37
2026 Q1	$1.37M	Buy	10,143 +3,197	+46%	+$469K	0.58%	38
2025 Q4	$604K	Buy	+6,946	New	+$730K	0.24%	56

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

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

StoneCrest Wealth Management reduced its Bloom Energy (BE) stake by 3.3% in Q2 2026, selling an estimated $85.3K and leaving 9,810 shares worth $2.97M. The position accounts for 0.95% of the portfolio, ranked #37.

StoneCrest Wealth Management first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

StoneCrest Wealth Management held 9,810 shares of Bloom Energy worth $2.97M as of Q2 2026.
StoneCrest Wealth Management sold 333 Bloom Energy shares in Q2 2026, an estimated $85.3K.
Bloom Energy made up 0.95% of StoneCrest Wealth Management's portfolio in Q2 2026, its #37 holding.
StoneCrest Wealth Management first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.