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Values First Advisors’s Bloom Energy BE Stock Holding History

Values First 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
Q1 		$231K Buy
+1,701
New +$250K 0.12% 154

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Values First Advisors's BE Position: Q1 2026 in Review

Values First Advisors opened a new position in Bloom Energy (BE) in Q1 2026: 1,701 shares worth $231K. The stake represents 0.12% of the portfolio and ranks #154 among its holdings.

978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Values First Advisors held 1,701 shares of Bloom Energy worth $231K as of Q1 2026.
  • Bloom Energy was a new Values First Advisors position in Q1 2026.
  • Bloom Energy made up 0.12% of Values First Advisors's portfolio in Q1 2026, its #154 holding.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.