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 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 $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s BE Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Bloom Energy (BE) stake by 50% in Q1 2026, buying an estimated $393K and bringing the position to 7,989 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #394.

Wealthspire Advisors (New York) first reported a position in BE in Q3 2025 and has held it in 3 quarters since. 981 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Wealthspire Advisors (New York) held 7,989 shares of Bloom Energy worth $1.08M as of Q1 2026.
Wealthspire Advisors (New York) bought 2,677 Bloom Energy shares in Q1 2026, an estimated $393K.
Bloom Energy made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #394 holding.
Wealthspire Advisors (New York) first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
981 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.