Bloom Energy Corp shares owned by UMA Financial Services
Quarter-by-quarter ownership of Bloom Energy Corp (BE) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Bloom Energy Corp
Tip: Access up to 7 years of quarterly data
All positions including Bloom Energy Corp held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Bloom Energy Corp by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $288k | 950 | 302.75 |
| 2026-03-31 | $106k | 779 | 135.49 |
| 2025-12-31 | $3.1k | 36 | 86.92 |
| 2025-09-30 | $2.6k | 31 | 84.58 |
| 2025-06-30 | $479 | 20 | 23.95 |