Valeo Financial Advisors’s Bloom Energy BE Stock Holding History

Valeo 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	$1.57M	Sell	5,191 -2,960	-36%	-$758K	0.03%	224
2026 Q1	$1.1M	Buy	8,151 +374	+5%	+$54.9K	0.03%	255
2025 Q4	$676K	Buy	7,777 +6,689	+615%	+$703K	0.02%	389
2025 Q3	$92K	Buy	+1,088	New	+$50.5K	﹤0.01%	794
2020 Q3	–	Sell	-31	Closed	–	–	1636
2020 Q2	$0	Hold	31	–	–	﹤0.01%	2030
2020 Q1	$0	Hold	31	–	–	﹤0.01%	1789
2019 Q4	$0	Hold	31	–	–	﹤0.01%	1626
2019 Q3	$0	Hold	31	–	–	﹤0.01%	1553
2019 Q2	$0	Hold	31	–	–	﹤0.01%	1558
2019 Q1	$0	Buy	+31	New	+$379	﹤0.01%	1546

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

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

Valeo Financial Advisors reduced its Bloom Energy (BE) stake by 36% in Q2 2026, selling an estimated $758K and leaving 5,191 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #224.

Valeo Financial Advisors first reported a position in BE in Q1 2019 and has held it in 10 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Valeo Financial Advisors held 5,191 shares of Bloom Energy worth $1.57M as of Q2 2026.
Valeo Financial Advisors sold 2,960 Bloom Energy shares in Q2 2026, an estimated $758K.
Bloom Energy made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #224 holding.
Valeo Financial Advisors first reported a position in Bloom Energy in Q1 2019 and has held it in 10 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.