Wealth Effects
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Wealth Effects’s Bloom Energy BE Stock Holding History

Wealth Effects’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
Q3 		$776K Buy
+2,800
New +$661K 0.21% 91

Other funds holding BE

ECP
Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Wealth Effects's BE Position: Q3 2026 in Review

Wealth Effects opened a new position in Bloom Energy (BE) in Q3 2026: 2,800 shares worth $776K. The stake represents 0.21% of the portfolio and ranks #91 among its holdings.

335 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Wealth Effects held 2,800 shares of Bloom Energy worth $776K as of Q3 2026.
  • Bloom Energy was a new Wealth Effects position in Q3 2026.
  • Bloom Energy made up 0.21% of Wealth Effects's portfolio in Q3 2026, its #91 holding.
  • 335 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Wealth Effects's 13F filing for Q3 2026, filed 23 Oct 2026.