Waverly Advisors’s Bloom Energy BE Stock Holding History

Waverly Advisors’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	$599K	Buy	+1,979	New	+$507K	﹤0.01%	1092

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

Waverly Advisors's BE Position: Q2 2026 in Review

Waverly Advisors opened a new position in Bloom Energy (BE) in Q2 2026: 1,979 shares worth $599K. The stake represents ﹤0.01% of the portfolio and ranks #1092 among its holdings.

1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Waverly Advisors held 1,979 shares of Bloom Energy worth $599K as of Q2 2026.
Bloom Energy was a new Waverly Advisors position in Q2 2026.
Bloom Energy made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1092 holding.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.