Morris Retirement Advisors, LLC
- SEC CIK
- 0001841816
- Latest filing
- Jul 8, 2026
BE holding history
Bloom Energy Corp in every 13F filed by Morris Retirement 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)
- 10,196
- Value
- $3.09M
- % of portfolio
- 1.1%
- Quarters held
- 4
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 10,196 | $3.09M | 1.1% | +4,750+87.2% | Added | Holders |
| Q1 2026 | 5,446 | $737.9K | 0.3% | +237+4.5% | Added | Holders |
| Q4 2025 | 5,209 | $452.6K | 0.2% | +5,209 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −19,019−100.0% | Sold out | Holders |
| Q1 2025 | 19,019 | $373.9K | 0.2% | +19,019 | New | Holders |