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Stonehaven Wealth & Tax Solutions’s Bloom Energy BE Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$214K Buy
+706
New +$181K 0.17% 86

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

Stonehaven Wealth & Tax Solutions's BE Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions opened a new position in Bloom Energy (BE) in Q2 2026: 706 shares worth $214K. The stake represents 0.17% of the portfolio and ranks #86 among its holdings.

1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 706 shares of Bloom Energy worth $214K as of Q2 2026.
  • Bloom Energy was a new Stonehaven Wealth & Tax Solutions position in Q2 2026.
  • Bloom Energy made up 0.17% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #86 holding.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.