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Transamerica Financial Advisors’s Bloom Energy BE Stock Holding History

Transamerica Financial Advisors’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 		$34.5K Buy
114
+99
+660% +$25.4K ﹤0.01% 761
2026
Q1 		$2.03K Buy
15
+9
+150% +$1.32K ﹤0.01% 1208
2025
Q4 		$521 Buy
+6
New +$630 ﹤0.01% 1360

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

Transamerica Financial Advisors's BE Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Bloom Energy (BE) stake by 660% in Q2 2026, buying an estimated $25.4K and bringing the position to 114 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Transamerica Financial Advisors first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Transamerica Financial Advisors held 114 shares of Bloom Energy worth $34.5K as of Q2 2026.
  • Transamerica Financial Advisors bought 99 Bloom Energy shares in Q2 2026, an estimated $25.4K.
  • Bloom Energy made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #761 holding.
  • Transamerica Financial Advisors first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.