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RAFFA WEALTH MANAGEMENT, LLC’s Bloom Energy BE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$9.08K Buy
30
+12
+67% +$3.07K ﹤0.01% 450
2026
Q1 		$2.44K Buy
18
+10
+125% +$1.47K ﹤0.01% 700
2025
Q4 		$695 Buy
+8
New +$841 ﹤0.01% 1014

Other funds holding BE

ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

RAFFA WEALTH MANAGEMENT, LLC's BE Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Bloom Energy (BE) stake by 67% in Q2 2026, buying an estimated $3.07K and bringing the position to 30 shares worth $9.08K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 380 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 30 shares of Bloom Energy worth $9.08K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 12 Bloom Energy shares in Q2 2026, an estimated $3.07K.
  • Bloom Energy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #450 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • 380 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.