Ullmann Wealth Partners Group’s Bloom Energy BE Stock Holding History

Ullmann Wealth Partners Group’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	$608K	Buy	2,008 +8	+0.4%	+$2.05K	0.06%	105
2026 Q1	$271K	Hold	2,000	–	–	0.03%	137
2025 Q4	$264K	Sell	2,000 -648	-24%	-$68.1K	0.03%	133
2025 Q3	$224K	Buy	+2,648	New	+$123K	0.02%	140
2022 Q2	–	Sell	-9,618	Closed	-$232K	–	83
2022 Q1	$232K	Hold	9,618	–	–	0.06%	78
2021 Q4	$211K	Buy	+9,618	New	+$243K	0.06%	85
2021 Q3	–	Sell	-9,618	Closed	-$258K	–	84
2021 Q2	$258K	Hold	9,618	–	–	0.11%	69
2021 Q1	$260K	Buy	+9,618	New	+$314K	0.12%	67

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

Ullmann Wealth Partners Group's BE Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Bloom Energy (BE) stake by 0.4% in Q2 2026, buying an estimated $2.05K and bringing the position to 2,008 shares worth $608K. The position accounts for 0.06% of the portfolio, ranked #105.

Ullmann Wealth Partners Group first reported a position in BE in Q1 2021 and has held it in 8 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Ullmann Wealth Partners Group held 2,008 shares of Bloom Energy worth $608K as of Q2 2026.
Ullmann Wealth Partners Group bought 8 Bloom Energy shares in Q2 2026, an estimated $2.05K.
Bloom Energy made up 0.06% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #105 holding.
Ullmann Wealth Partners Group first reported a position in Bloom Energy in Q1 2021 and has held it in 8 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.