Virtus ETF Advisers’s Bloom Energy BE Stock Holding History

Virtus ETF Advisers’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	$1.09M	Buy	8,060 +2,990	+59%	+$439K	0.51%	37
2025 Q4	$441K	Buy	+5,070	New	+$533K	0.21%	128

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Virtus ETF Advisers's BE Position: Q1 2026 in Review

Virtus ETF Advisers increased its Bloom Energy (BE) stake by 59% in Q1 2026, buying an estimated $439K and bringing the position to 8,060 shares worth $1.09M. The position accounts for 0.51% of the portfolio, ranked #37.

Virtus ETF Advisers first reported a position in BE in Q4 2025 and has held it in 2 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Virtus ETF Advisers held 8,060 shares of Bloom Energy worth $1.09M as of Q1 2026.
Virtus ETF Advisers bought 2,990 Bloom Energy shares in Q1 2026, an estimated $439K.
Bloom Energy made up 0.51% of Virtus ETF Advisers's portfolio in Q1 2026, its #37 holding.
Virtus ETF Advisers first reported a position in Bloom Energy in Q4 2025 and has held it in 2 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Virtus ETF Advisers's 13F filing for Q1 2026, filed 14 May 2026.