Valley National Advisers’s Bloom Energy BE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$909 Buy
+3
New +$769 ﹤0.01% 886
2025
Q2
Sell
-775
Closed -$15K 815
2025
Q1
$15K Buy
775
+200
+35% +$4.78K ﹤0.01% 513
2024
Q4
$12K Buy
+575
New +$10.1K ﹤0.01% 517
2024
Q3
Sell
-90
Closed -$1K 782
2024
Q2
$1K Buy
+90
New +$1.15K ﹤0.01% 990
2023
Q4
Sell
-40
Closed -$1K 1196
2023
Q3
$1K Buy
+40
New +$627 ﹤0.01% 887

Other funds holding BE

Valley National Advisers's BE Position: Q2 2026 in Review

Valley National Advisers opened a new position in Bloom Energy (BE) in Q2 2026: 3 shares worth $909. The stake represents ﹤0.01% of the portfolio and ranks #886 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in BE as recently as Q1 2025.

Valley National Advisers first reported a position in BE in Q3 2023 and has held it in 5 quarters since. The position peaked at $15K in Q1 2025. 1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Valley National Advisers held 3 shares of Bloom Energy worth $909 as of Q2 2026.
  • Bloom Energy was a new Valley National Advisers position in Q2 2026.
  • Bloom Energy made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #886 holding.
  • Valley National Advisers first reported a position in Bloom Energy in Q3 2023 and has held it in 5 quarters since.
  • Valley National Advisers's Bloom Energy position peaked at $15K in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.