SWP
BE icon

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
Q2 		$3.11M Buy
10,258
+1,764
+21% +$452K 0.03% 466
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
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

Stratos Wealth Partners's BE Position: Q2 2026 in Review

Stratos Wealth Partners increased its Bloom Energy (BE) stake by 21% in Q2 2026, buying an estimated $452K and bringing the position to 10,258 shares worth $3.11M. The position accounts for 0.03% of the portfolio, ranked #466.

Stratos Wealth Partners first reported a position in BE in Q2 2024 and has held it in 9 quarters since. 1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Stratos Wealth Partners held 10,258 shares of Bloom Energy worth $3.11M as of Q2 2026.
  • Stratos Wealth Partners bought 1,764 Bloom Energy shares in Q2 2026, an estimated $452K.
  • Bloom Energy made up 0.03% of Stratos Wealth Partners's portfolio in Q2 2026, its #466 holding.
  • Stratos Wealth Partners first reported a position in Bloom Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.