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Worth Financial Advisory Group’s Bloom Energy BE Stock Holding History

Worth Financial Advisory Group’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 		$1.13M Buy
3,731
+2,904
+351% +$744K 0.47% 54
2026
Q1 		$2.13M Buy
+827
New +$121K 0.93% 18

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

Worth Financial Advisory Group's BE Position: Q2 2026 in Review

Worth Financial Advisory Group increased its Bloom Energy (BE) stake by 351% in Q2 2026, buying an estimated $744K and bringing the position to 3,731 shares worth $1.13M. The position accounts for 0.47% of the portfolio, ranked #54.

Worth Financial Advisory Group first reported a position in BE in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.13M in Q1 2026. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Worth Financial Advisory Group held 3,731 shares of Bloom Energy worth $1.13M as of Q2 2026.
  • Worth Financial Advisory Group bought 2,904 Bloom Energy shares in Q2 2026, an estimated $744K.
  • Bloom Energy made up 0.47% of Worth Financial Advisory Group's portfolio in Q2 2026, its #54 holding.
  • Worth Financial Advisory Group first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • Worth Financial Advisory Group's Bloom Energy position peaked at $2.13M in Q1 2026.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.