Robertson Stephens Wealth Management, LLC
Position in BE — Bloom Energy Corp
CIK 1767307
San Francisco, CA
Position in BE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,536,323
+$1,398,343 QoQ
Shares Held
8,379
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#522
of 1,277 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $2,536,323 across 1 Electrical Equipment & Parts name. BE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
This page
|
8,379 | $2,536,323 |
All Filings in BE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,536,323 | 8,379 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,137,980 | 8,399 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $758,462 | 8,729 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $843,078 | 9,969 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $345,859 | 14,459 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $264,603 | 13,459 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $298,924 | 13,459 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $147,407 | 13,959 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $171,433 | 14,006 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $185,797 | 16,530 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $241,136 | 16,293 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $176,265 | 13,293 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $179,179 | 10,959 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $218,412 | 10,959 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $209,536 | 10,959 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $219,070 | 10,959 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $180,823 | 10,959 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $264,659 | 10,959 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $240,330 | 10,959 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $205,283 | 10,966 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $294,656 | 10,966 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $301,066 | 11,130 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $242,721 | 8,469 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||