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Valued Wealth Advisors’s Bloom Energy BE Stock Holding History

Valued Wealth 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 		$38.7K Hold
128
– – 0.01% 130
2026
Q1 		$17.3K Sell
128
-149
-54% -$21.9K 0.01% 192
2025
Q4 		$24.1K Hold
277
– – 0.01% 142
2025
Q3 		$23.4K Hold
277
– – 0.01% 135
2025
Q2 		$6.63K Buy
277
+16
+6% +$310 ﹤0.01% 250
2025
Q1 		$5.13K Buy
261
+80
+44% +$1.91K ﹤0.01% 303
2024
Q4 		$4.02K Hold
181
– – ﹤0.01% 331
2024
Q3 		$1.91K Buy
181
+62
+52% +$735 ﹤0.01% 374
2024
Q2 		$1.46K Hold
119
– – ﹤0.01% 404
2024
Q1 		$1.34K Buy
+119
New +$1.31K ﹤0.01% 410

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

Valued Wealth Advisors's BE Position: Q2 2026 in Review

Valued Wealth Advisors held its Bloom Energy (BE) position steady in Q2 2026 at 128 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #130.

Valued Wealth Advisors first reported a position in BE in Q1 2024 and has held it in 10 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Valued Wealth Advisors held 128 shares of Bloom Energy worth $38.7K as of Q2 2026.
  • Valued Wealth Advisors left its Bloom Energy share count unchanged in Q2 2026.
  • Bloom Energy made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Valued Wealth Advisors first reported a position in Bloom Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.