Cypress Wealth Services, LLC
- SEC CIK
- 0001721527
- Latest filing
- Jul 10, 2026
BE holding history
Bloom Energy Corp in every 13F filed by Cypress Wealth Services, 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)
- 16,544
- Value
- $5.01M
- % of portfolio
- 0.6%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 16,544 | $5.01M | 0.6% | +837+5.3% | Added | Holders |
| Q1 2026 | 15,707 | $2.13M | 0.3% | +3,038+24.0% | Added | Holders |
| Q4 2025 | 12,669 | $1.10M | 0.2% | +181+1.4% | Added | Holders |
| Q3 2025 | 12,488 | $1.06M | 0.2% | +65+0.5% | Added | Holders |
| Q2 2025 | 12,423 | $297.2K | 0.1% | +38+0.3% | Added | Holders |
| Q1 2025 | 12,385 | $243.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 12,385 | $275.1K | 0.1% | +12,385 | New | Holders |