Wealthspire Advisors (New York)’s Bloom Energy BE Stock Holding History

Wealthspire Advisors (New York)’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	$3.4M	Buy	11,227 +3,238	+41%	+$830K	0.02%	323
2026 Q1	$1.08M	Buy	7,989 +2,677	+50%	+$393K	0.01%	394
2025 Q4	$462K	Buy	5,312 +5,306	+88,433%	+$558K	﹤0.01%	640
2025 Q3	$508	Buy	+6	New	+$279	﹤0.01%	2834

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s BE Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Bloom Energy (BE) stake by 41% in Q2 2026, buying an estimated $830K and bringing the position to 11,227 shares worth $3.4M. The position accounts for 0.02% of the portfolio, ranked #323.

Wealthspire Advisors (New York) first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Wealthspire Advisors (New York) held 11,227 shares of Bloom Energy worth $3.4M as of Q2 2026.
Wealthspire Advisors (New York) bought 3,238 Bloom Energy shares in Q2 2026, an estimated $830K.
Bloom Energy made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #323 holding.
Wealthspire Advisors (New York) first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.