VSM Wealth Advisory’s Bloom Energy BE Stock Holding History

VSM Wealth Advisory’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	–	Sell	-85	Closed	-$7.39K	–	502
2025 Q4	$7.39K	Buy	+85	New	+$8.93K	﹤0.01%	356

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

VSM Wealth Advisory's BE Position: Q1 2026 in Review

VSM Wealth Advisory sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 85 shares — an estimated $7.39K sold.

VSM Wealth Advisory first reported a position in BE in Q4 2025 and held it in 1 quarter. The position peaked at $7.39K in Q4 2025. 984 funds tracked by Wall St. Rank hold BE as of Q1 2026.

VSM Wealth Advisory reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
VSM Wealth Advisory sold 85 Bloom Energy shares in Q1 2026, an estimated $7.39K.
VSM Wealth Advisory first reported a position in Bloom Energy in Q4 2025 and held it in 1 quarter.
VSM Wealth Advisory's Bloom Energy position peaked at $7.39K in Q4 2025.
984 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.