Wealth Enhancement Advisory Services
BE icon

Wealth Enhancement Advisory Services’s Bloom Energy BE Stock Holding History

Wealth Enhancement Advisory Services’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 		$7.57M Buy
30,944
+4,083
+15% +$1.05M 0.01% 794
2026
Q1 		$3.64M Sell
26,861
-1,726
-6% -$253K 0.01% 1063
2025
Q4 		$2.95M Sell
28,587
-1,336
-4% -$140K ﹤0.01% 1307
2025
Q3 		$2.58M Sell
29,923
-5,354
-15% -$249K ﹤0.01% 1302
2025
Q2 		$855K Sell
35,277
-1,217
-3% -$23.6K ﹤0.01% 1851
2025
Q1 		$717K Sell
36,494
-1,755
-5% -$41.9K ﹤0.01% 1809
2024
Q4 		$849K Sell
38,249
-8,151
-18% -$143K ﹤0.01% 1636
2024
Q3 		$490K Buy
46,400
+16,973
+58% +$201K ﹤0.01% 1845
2024
Q2 		$360K Sell
29,427
-10,999
-27% -$140K ﹤0.01% 1857
2024
Q1 		$454K Buy
40,426
+22
+0.1% +$242 ﹤0.01% 1639
2023
Q4 		$598K Sell
40,404
-6,505
-14% -$81.4K ﹤0.01% 1408
2023
Q3 		$622K Buy
+46,909
New +$735K ﹤0.01% 1309

Other funds holding BE

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's BE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Bloom Energy (BE) stake by 15% in Q2 2026, buying an estimated $1.05M and bringing the position to 30,944 shares worth $7.57M. The position accounts for 0.01% of the portfolio, ranked #794.

Wealth Enhancement Advisory Services first reported a position in BE in Q3 2023 and has held it in 12 quarters since. 226 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 30,944 shares of Bloom Energy worth $7.57M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,083 Bloom Energy shares in Q2 2026, an estimated $1.05M.
  • Bloom Energy made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #794 holding.
  • Wealth Enhancement Advisory Services first reported a position in Bloom Energy in Q3 2023 and has held it in 12 quarters since.
  • 226 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.