Stratos Wealth Partners’s Bloom Energy BE Stock Holding History

Stratos Wealth Partners’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	$1.15M	Buy	8,494 +1,924	+29%	+$282K	0.01%	742
2025 Q4	$571K	Sell	6,570 -7,355	-53%	-$773K	0.01%	992
2025 Q3	$1.18M	Sell	13,925 -2,075	-13%	-$96.4K	0.01%	687
2025 Q2	$383K	Sell	16,000 -100	-0.6%	-$1.94K	0.01%	1039
2025 Q1	$317K	Sell	16,100 -275	-2%	-$6.57K	﹤0.01%	1063
2024 Q4	$364K	Sell	16,375 -5,480	-25%	-$96.1K	0.01%	1059
2024 Q3	$231K	Buy	21,855 +8,915	+69%	+$106K	﹤0.01%	1272
2024 Q2	$158K	Buy	+12,940	New	+$165K	﹤0.01%	1295

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

Stratos Wealth Partners's BE Position: Q1 2026 in Review

Stratos Wealth Partners increased its Bloom Energy (BE) stake by 29% in Q1 2026, buying an estimated $282K and bringing the position to 8,494 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #742.

Stratos Wealth Partners first reported a position in BE in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q3 2025. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Stratos Wealth Partners held 8,494 shares of Bloom Energy worth $1.15M as of Q1 2026.
Stratos Wealth Partners bought 1,924 Bloom Energy shares in Q1 2026, an estimated $282K.
Bloom Energy made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #742 holding.
Stratos Wealth Partners first reported a position in Bloom Energy in Q2 2024 and has held it in 8 quarters since.
Stratos Wealth Partners's Bloom Energy position peaked at $1.18M in Q3 2025.
979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.