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Twin Peaks Wealth Advisors’s Bloom Energy BE Stock Holding History

Twin Peaks Wealth 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
Q1 		$2.98K Buy
+22
New +$3.23K ﹤0.01% 1577
2025
Q3 		– Sell
-11
Closed -$454 – 380
2025
Q2 		$454 Buy
+11
New +$213 ﹤0.01% 1934

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Twin Peaks Wealth Advisors's BE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Bloom Energy (BE) in Q1 2026: 22 shares worth $2.98K. The stake represents ﹤0.01% of the portfolio and ranks #1577 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BE in Q2 2025 and has held it in 2 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 22 shares of Bloom Energy worth $2.98K as of Q1 2026.
  • Bloom Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Bloom Energy made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1577 holding.
  • Twin Peaks Wealth Advisors first reported a position in Bloom Energy in Q2 2025 and has held it in 2 quarters since.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.