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	–	Sell	-1,500	Closed	-$203K	–	845
2026 Q1	$203K	Buy	+1,500	New	+$220K	﹤0.01%	682
2025 Q4	–	Sell	-2,500	Closed	-$211K	–	847
2025 Q3	$211K	Buy	+2,500	New	+$116K	﹤0.01%	739

Other funds holding BE

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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. 308 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.
308 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.