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 Q2	–	Sell	-8,060	Closed	-$1.09M	–	517
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 $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Virtus ETF Advisers's BE Position: Q2 2026 in Review

Virtus ETF Advisers sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 8,060 shares — an estimated $1.09M sold.

Virtus ETF Advisers first reported a position in BE in Q4 2025 and held it in 2 quarters. The position peaked at $1.09M in Q1 2026. 1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Virtus ETF Advisers reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
Virtus ETF Advisers sold 8,060 Bloom Energy shares in Q2 2026, an estimated $1.09M.
Virtus ETF Advisers first reported a position in Bloom Energy in Q4 2025 and held it in 2 quarters.
Virtus ETF Advisers's Bloom Energy position peaked at $1.09M in Q1 2026.
1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Virtus ETF Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.