West Paces Advisors
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West Paces Advisors’s Bloom Energy BE Stock Holding History

West Paces Advisors’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
Q3 		– Sell
-5
Closed -$1.51K – 708
2026
Q2 		$1.51K Buy
+5
New +$1.28K ﹤0.01% 619

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Principal Financial Group
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Assenagon Asset Management
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Chicago Capital
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Caitong International Asset Management
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Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

West Paces Advisors's BE Position: Q3 2026 in Review

West Paces Advisors sold out of Bloom Energy (BE) in Q3 2026, closing a stake of 5 shares — an estimated $1.51K sold.

West Paces Advisors first reported a position in BE in Q2 2026 and held it in 1 quarter. The position peaked at $1.51K in Q2 2026. 573 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • West Paces Advisors reported no remaining Bloom Energy position as of Q3 2026 after selling out during the quarter.
  • West Paces Advisors sold 5 Bloom Energy shares in Q3 2026, an estimated $1.51K.
  • West Paces Advisors first reported a position in Bloom Energy in Q2 2026 and held it in 1 quarter.
  • West Paces Advisors's Bloom Energy position peaked at $1.51K in Q2 2026.
  • 573 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.