Toth Financial Advisory
BE icon

Toth Financial Advisory’s Bloom Energy BE Stock Holding History

Toth Financial Advisory’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
Q3 		$206K Buy
745
+365
+96% +$86.2K 0.02% 231
2026
Q2 		$115K Buy
380
+193
+103% +$49.4K 0.01% 282
2026
Q1 		$25.3K Buy
187
+87
+87% +$12.8K ﹤0.01% 455
2025
Q4 		$8.69K Buy
+100
New +$10.5K ﹤0.01% 568

Other funds holding BE

ECP
Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Toth Financial Advisory's BE Position: Q3 2026 in Review

Toth Financial Advisory increased its Bloom Energy (BE) stake by 96% in Q3 2026, buying an estimated $86.2K and bringing the position to 745 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #231.

Toth Financial Advisory first reported a position in BE in Q4 2025 and has held it in 4 quarters since. 335 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Toth Financial Advisory held 745 shares of Bloom Energy worth $206K as of Q3 2026.
  • Toth Financial Advisory bought 365 Bloom Energy shares in Q3 2026, an estimated $86.2K.
  • Bloom Energy made up 0.02% of Toth Financial Advisory's portfolio in Q3 2026, its #231 holding.
  • Toth Financial Advisory first reported a position in Bloom Energy in Q4 2025 and has held it in 4 quarters since.
  • 335 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.