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Strategic Advocates’s Bloom Energy BE Stock Holding History

Strategic Advocates’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 		$67.5K Buy
223
+4
+2% +$1.02K 0.26% 69
2026
Q1 		$29.7K Buy
219
+212
+3,029% +$31.1K 0.13% 107
2025
Q4 		$611 Hold
7
– – ﹤0.01% 536
2025
Q3 		$592 Buy
+7
New +$325 ﹤0.01% 519

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

Strategic Advocates's BE Position: Q2 2026 in Review

Strategic Advocates increased its Bloom Energy (BE) stake by 1.8% in Q2 2026, buying an estimated $1.02K and bringing the position to 223 shares worth $67.5K. The position accounts for 0.26% of the portfolio, ranked #69.

Strategic Advocates first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Strategic Advocates held 223 shares of Bloom Energy worth $67.5K as of Q2 2026.
  • Strategic Advocates bought 4 Bloom Energy shares in Q2 2026, an estimated $1.02K.
  • Bloom Energy made up 0.26% of Strategic Advocates's portfolio in Q2 2026, its #69 holding.
  • Strategic Advocates first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.