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Williams Jones Wealth Management’s Bloom Energy BE Stock Holding History

Williams Jones Wealth Management’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 		$454K Buy
+1,500
New +$384K 0.01% 391
2021
Q2 		– Sell
-13,175
Closed -$356K – 501
2021
Q1 		$356K Buy
13,175
+4,600
+54% +$150K 0.01% 354
2020
Q4 		$246K Buy
+8,575
New +$183K ﹤0.01% 399

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

Williams Jones Wealth Management's BE Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in Bloom Energy (BE) in Q2 2026: 1,500 shares worth $454K. The stake represents 0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: Williams Jones Wealth Management previously reported a position in BE as recently as Q1 2021.

Williams Jones Wealth Management first reported a position in BE in Q4 2020 and has held it in 3 quarters since. 1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Williams Jones Wealth Management held 1,500 shares of Bloom Energy worth $454K as of Q2 2026.
  • Bloom Energy was a new Williams Jones Wealth Management position in Q2 2026.
  • Bloom Energy made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #391 holding.
  • Williams Jones Wealth Management first reported a position in Bloom Energy in Q4 2020 and has held it in 3 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.