Total Clarity Wealth Management’s Bloom Energy BE Stock Holding History

Total Clarity 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	$1M	Sell	3,317 -687	-17%	-$176K	0.2%	123
2026 Q1	$543K	Sell	4,004 -3,517	-47%	-$516K	0.13%	166
2025 Q4	$654K	Buy	7,521 +241	+3%	+$25.3K	0.16%	151
2025 Q3	$616K	Buy	+7,280	New	+$338K	0.16%	154

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Total Clarity Wealth Management's BE Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Bloom Energy (BE) stake by 17% in Q2 2026, selling an estimated $176K and leaving 3,317 shares worth $1M. The position accounts for 0.2% of the portfolio, ranked #123.

Total Clarity Wealth Management first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Total Clarity Wealth Management held 3,317 shares of Bloom Energy worth $1M as of Q2 2026.
Total Clarity Wealth Management sold 687 Bloom Energy shares in Q2 2026, an estimated $176K.
Bloom Energy made up 0.2% of Total Clarity Wealth Management's portfolio in Q2 2026, its #123 holding.
Total Clarity Wealth Management first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.