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
Q1 		– Sell
-11,000
Closed -$784K – 3598
2025
Q4 		$784K Hold
11,000
– – ﹤0.01% 2126
2025
Q3 		$607K Buy
+11,000
New +$511K ﹤0.01% 2213

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
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
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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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. 308 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.
  • 308 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.