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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Strategic Advocates's BE Position: Q1 2026 in Review

Strategic Advocates increased its Bloom Energy (BE) stake by 3,029% in Q1 2026, buying an estimated $31.1K and bringing the position to 219 shares worth $29.7K. The position accounts for 0.13% of the portfolio, ranked #107.

Strategic Advocates first reported a position in BE in Q3 2025 and has held it in 3 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Strategic Advocates held 219 shares of Bloom Energy worth $29.7K as of Q1 2026.
Strategic Advocates bought 212 Bloom Energy shares in Q1 2026, an estimated $31.1K.
Bloom Energy made up 0.13% of Strategic Advocates's portfolio in Q1 2026, its #107 holding.
Strategic Advocates first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.