Wilkerson Advisory Group’s Bloom Energy BE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$140K Buy
464
+7
+2% +$1.79K 0.04% 130
2026
Q1
$61.9K Buy
457
+407
+814% +$59.7K 0.02% 190
2025
Q4
$4.34K Buy
+50
New +$5.25K ﹤0.01% 447

Other funds holding BE

Wilkerson Advisory Group's BE Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Bloom Energy (BE) stake by 1.5% in Q2 2026, buying an estimated $1.79K and bringing the position to 464 shares worth $140K. The position accounts for 0.04% of the portfolio, ranked #130.

Wilkerson Advisory Group first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Wilkerson Advisory Group held 464 shares of Bloom Energy worth $140K as of Q2 2026.
  • Wilkerson Advisory Group bought 7 Bloom Energy shares in Q2 2026, an estimated $1.79K.
  • Bloom Energy made up 0.04% of Wilkerson Advisory Group's portfolio in Q2 2026, its #130 holding.
  • Wilkerson Advisory Group first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.