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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

BE holding history

Bloom Energy Corp in every 13F filed by EverSource Wealth Advisors, LLC, 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)
1,193
Value
$361.1K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of BE by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,193$361.1K<0.1%+166+16.2%AddedHolders
Q1 20261,027$139.1K<0.1%+242+30.8%AddedHolders
Q4 2025785$68.2K<0.1%+8+1.0%AddedHolders
Q3 2025777$65.7K<0.1%+1+0.1%AddedHolders
Q2 2025776$18.6K<0.1%+3+0.4%AddedHolders
Q1 2025773$15.2K<0.1%+484+167.5%AddedHolders
Q4 2024289$6.42K<0.1%+38+15.1%AddedHolders
Q3 2024251$2.65K<0.1%00.0%UnchangedHolders
Q2 2024251$3.40K<0.1%+15+6.4%AddedHolders
Q1 2024236$2.63K<0.1%+62+35.6%AddedHolders
Q4 2023174$2.58K<0.1%+100+135.1%AddedHolders
Q3 202374$981<0.1%+74NewHolders