James T. Borello RIA
BE icon

James T. Borello RIA’s Bloom Energy BE Stock Holding History

James T. Borello RIA’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 		$23.8K Buy
86
+1
+1% +$236 ﹤0.01% 379
2026
Q2 		$25.7K Buy
85
+10
+13% +$2.56K 0.01% 353
2026
Q1 		$10.2K Buy
75
+29
+63% +$4.26K ﹤0.01% 564
2025
Q4 		$4K Buy
46
+14
+44% +$1.47K ﹤0.01% 626
2025
Q3 		$2.71K Buy
+32
New +$1.49K ﹤0.01% 675

Other funds holding BE

ECP
Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

James T. Borello RIA's BE Position: Q3 2026 in Review

James T. Borello RIA increased its Bloom Energy (BE) stake by 1.2% in Q3 2026, buying an estimated $236 and bringing the position to 86 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

James T. Borello RIA first reported a position in BE in Q3 2025 and has held it in 5 quarters since. The position peaked at $25.7K in Q2 2026. 335 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • James T. Borello RIA held 86 shares of Bloom Energy worth $23.8K as of Q3 2026.
  • James T. Borello RIA bought 1 Bloom Energy share in Q3 2026, an estimated $236.
  • Bloom Energy made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #379 holding.
  • James T. Borello RIA first reported a position in Bloom Energy in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Bloom Energy position peaked at $25.7K in Q2 2026.
  • 335 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.