Vision Financial Markets’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
$145K Buy
500
+300
+150% +$76.9K 0.13% 89
2026
Q1
$27.1K Hold
200
0.03% 152
2025
Q4
$17.4K Hold
200
0.02% 182
2025
Q3
$16.9K Sell
200
-800
-80% -$37.2K 0.01% 201
2025
Q2
$23.9K Sell
1,000
-1,000
-50% -$19.4K 0.02% 172
2025
Q1
$39.3K Buy
+2,000
New +$47.7K 0.04% 124

Other funds holding BE

Vision Financial Markets's BE Position: Q2 2026 in Review

Vision Financial Markets increased its Bloom Energy (BE) stake by 150% in Q2 2026, buying an estimated $76.9K and bringing the position to 500 shares worth $145K. The position accounts for 0.13% of the portfolio, ranked #89.

Vision Financial Markets first reported a position in BE in Q1 2025 and has held it in 6 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Vision Financial Markets held 500 shares of Bloom Energy worth $145K as of Q2 2026.
  • Vision Financial Markets bought 300 Bloom Energy shares in Q2 2026, an estimated $76.9K.
  • Bloom Energy made up 0.13% of Vision Financial Markets's portfolio in Q2 2026, its #89 holding.
  • Vision Financial Markets first reported a position in Bloom Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.