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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BE holding history

Bloom Energy Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BE overviewAll 13F holders of BEFull Q2 2026 holdings

Shares (Q2 2026)
203,031
Value
$61.5M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026203,031$61.5M<0.1%+31,745+18.5%AddedHolders
Q1 2026171,286$23.2M<0.1%+38,893+29.4%AddedHolders
Q4 2025132,393$11.5M<0.1%+22,043+20.0%AddedHolders
Q3 2025110,350$9.33M<0.1%+56,311+104.2%AddedHolders
Q2 202554,039$1.29M<0.1%−676−1.2%ReducedHolders
Q1 202554,715$1.08M<0.1%+15,647+40.1%AddedHolders
Q4 202439,068$867.7K<0.1%+6,907+21.5%AddedHolders
Q3 202432,161$339.6K<0.1%−2,233−6.5%ReducedHolders
Q2 202434,394$421.0K<0.1%+8,244+31.5%AddedHolders
Q1 202426,150$293.9K<0.1%−1,344−4.9%ReducedHolders
Q4 202327,494$406.9K<0.1%+305+1.1%AddedHolders
Q3 202327,189$360.5K<0.1%−8,761−24.4%ReducedHolders
Q2 202335,950$587.8K<0.1%−1,961−5.2%ReducedHolders
Q1 202337,911$755.6K<0.1%−5,771−13.2%ReducedHolders
Q4 202243,682$835.2K<0.1%−658−1.5%ReducedHolders
Q3 202244,340$886.0K<0.1%+1,562+3.7%AddedHolders
Q2 202242,778$706.0K<0.1%+366+0.9%AddedHolders
Q1 202242,412$1.02M<0.1%+11,079+35.4%AddedHolders
Q4 202131,333$687.0K<0.1%−1,729−5.2%ReducedHolders
Q3 202133,062$619.0K<0.1%+54+0.2%AddedHolders
Q2 202133,008$887.0K<0.1%−1,543−4.5%ReducedHolders
Q1 202134,551$935.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.