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WealthPLAN Partners’s Bloom Energy BE Stock Holding History

WealthPLAN Partners’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 		$303K Buy
+1,000
New +$256K 0.06% 189
2023
Q3 		– Sell
-2,000
Closed -$32.7K – 384
2023
Q2 		$32.7K Buy
+2,000
New +$32.3K ﹤0.01% 587

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
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

WealthPLAN Partners's BE Position: Q2 2026 in Review

WealthPLAN Partners opened a new position in Bloom Energy (BE) in Q2 2026: 1,000 shares worth $303K. The stake represents 0.06% of the portfolio and ranks #189 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in BE as recently as Q2 2023.

WealthPLAN Partners first reported a position in BE in Q2 2023 and has held it in 2 quarters since. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • WealthPLAN Partners held 1,000 shares of Bloom Energy worth $303K as of Q2 2026.
  • Bloom Energy was a new WealthPLAN Partners position in Q2 2026.
  • Bloom Energy made up 0.06% of WealthPLAN Partners's portfolio in Q2 2026, its #189 holding.
  • WealthPLAN Partners first reported a position in Bloom Energy in Q2 2023 and has held it in 2 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.