PSI
BE icon

Planning Strategies Inc.’s Bloom Energy BE Stock Holding History

Planning Strategies Inc.’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 		$2.42K Buy
+8
New +$2.05K ﹤0.01% 548

Other funds holding BE

ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Planning Strategies Inc.'s BE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Bloom Energy (BE) in Q2 2026: 8 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #548 among its holdings.

417 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Planning Strategies Inc. held 8 shares of Bloom Energy worth $2.42K as of Q2 2026.
  • Bloom Energy was a new Planning Strategies Inc. position in Q2 2026.
  • Bloom Energy made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #548 holding.
  • 417 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.