TWM
BE icon

Thrive Wealth Management’s Bloom Energy BE Stock Holding History

Thrive Wealth Management’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 		$371K Sell
1,226
-378
-24% -$96.8K 0.05% 161
2026
Q1 		$217K Buy
+1,604
New +$235K 0.03% 215

Other funds holding BE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Thrive Wealth Management's BE Position: Q2 2026 in Review

Thrive Wealth Management reduced its Bloom Energy (BE) stake by 24% in Q2 2026, selling an estimated $96.8K and leaving 1,226 shares worth $371K. The position accounts for 0.05% of the portfolio, ranked #161.

Thrive Wealth Management first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Thrive Wealth Management held 1,226 shares of Bloom Energy worth $371K as of Q2 2026.
  • Thrive Wealth Management sold 378 Bloom Energy shares in Q2 2026, an estimated $96.8K.
  • Bloom Energy made up 0.05% of Thrive Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Thrive Wealth Management first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.