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Unique Wealth Strategies’s Bloom Energy BE Stock Holding History

Unique Wealth Strategies’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 		$303K Buy
+1,001
New +$256K 0.11% 182
2026
Q1 		– Sell
-2,450
Closed -$213K – 221
2025
Q4 		$213K Buy
+2,450
New +$257K 0.08% 197

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 $3.38T AUM 44.17% 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

Unique Wealth Strategies's BE Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Bloom Energy (BE) in Q2 2026: 1,001 shares worth $303K. The stake represents 0.11% of the portfolio and ranks #182 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in BE as recently as Q4 2025.

Unique Wealth Strategies first reported a position in BE in Q4 2025 and has held it in 2 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Unique Wealth Strategies held 1,001 shares of Bloom Energy worth $303K as of Q2 2026.
  • Bloom Energy was a new Unique Wealth Strategies position in Q2 2026.
  • Bloom Energy made up 0.11% of Unique Wealth Strategies's portfolio in Q2 2026, its #182 holding.
  • Unique Wealth Strategies first reported a position in Bloom Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.