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United Capital Financial Advisors’s Bloom Energy BE Stock Holding History

United Capital 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 		$686K Buy
2,267
+232
+11% +$59.4K ﹤0.01% 967
2026
Q1 		$276K Buy
+2,035
New +$299K ﹤0.01% 1392

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

United Capital Financial Advisors's BE Position: Q2 2026 in Review

United Capital Financial Advisors increased its Bloom Energy (BE) stake by 11% in Q2 2026, buying an estimated $59.4K and bringing the position to 2,267 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

United Capital Financial Advisors first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • United Capital Financial Advisors held 2,267 shares of Bloom Energy worth $686K as of Q2 2026.
  • United Capital Financial Advisors bought 232 Bloom Energy shares in Q2 2026, an estimated $59.4K.
  • Bloom Energy made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #967 holding.
  • United Capital Financial Advisors first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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