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Blue Earth, Inc. hedge fund holdings

BBLU
$17.19+0.10 (+0.59%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

BBLU · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+14.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251918$21M$12.1M55Aug 14, 2025
Q3 20252510$15.3M$4.8M60Nov 14, 2025
Q4 20252819$39.3M$6.16M66Feb 14, 2026
Q1 20262420$17.3M$5.05M67May 15, 2026
Q2 2026268$26.5M$3.02M69Aug 14, 2026

Quarterly action breakdown

Q2 2026
69 filers
New position
5
$1.71M+104K sh
Increased
21
$24.8M+1.5M sh
Reduced
5
-$2.12M-129K sh
Out / sold
3
-$900K-54.5K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
D.A. Davidson & Co.Added 47.68%+$3.93M$12.2M0.07%Jul 24, 2026
Synergy Asset Management, LLCNew Buy+$1.32M$1.32M0.12%Jul 22, 2026
Oxford Wealth Group, LLCAdded 15.27%+$1.19M$8.95M4.00%Aug 13, 2026
Magnolia Capital Advisors LLCSell 100%-$796K$00.00%Aug 14, 2026
MML Investors Services, LLCAdded 26.26%+$719K$3.46M0.01%Aug 7, 2026
Lifetime Wealth Management P.C.Reduce 45.60%-$642K$766K0.45%Aug 17, 2026
Annex Advisory Services, LLCReduce 1.59%-$371K$22.9M0.39%Jul 10, 2026
Brookstone Capital ManagementNew Buy+$200K$200K0.00%Jul 15, 2026
Smith Shellnut Wilson LLCAdded 34.09%+$167K$657K0.25%Aug 3, 2026
Concurrent Investment Advisors, LLCAdded 6.42%+$133K$2.2M0.02%Jul 27, 2026
Wedbush Securities IncReduce 12.09%-$111K$804K0.02%Jul 28, 2026
GWN Securities Inc.Reduce 9.68%-$101K$939K0.16%Aug 5, 2026
Arete Wealth Advisors, LLCAdded 5.40%+$91K$1.78M0.12%Aug 13, 2026
Capital Wealth Management, LLCAdded 49.56%+$88.5K$267K0.06%Jul 9, 2026
Geneos Wealth Management Inc.Reduce 4.80%-$58.9K$1.17M0.02%Aug 6, 2026
Thoroughbred Financial Services, LLCAdded 4.99%+$55.2K$1.16M0.06%Aug 11, 2026
Main Street Group, LTDAdded 6.01%+$38.7K$682K0.16%Jul 13, 2026
Park Avenue Securities LLCReduce 4.11%-$25.1K$585K0.00%Jul 20, 2026
American TrustReduce 2.25%-$17.6K$765K0.06%Aug 14, 2026
Kane Investment Management, Inc.Added 2.28%+$15.3K$687K0.29%Aug 14, 2026
Bravias Capital Group, LLCReduce 1.72%-$10.1K$577K0.34%Jul 30, 2026
First Command Advisory Services, Inc.Sell 100%-$6.8K$00.00%Aug 10, 2026
Redwood Financial Network CorpReduce 1.30%-$3.32K$251K0.14%Aug 7, 2026
Mutual Advisors, LLCReduce 0.35%-$1.63K$463K0.01%Aug 14, 2026
Fiduciary Financial AdvisorsNew Buy+$384$3840.00%Aug 14, 2026
Triumph Capital ManagementAdded 22.50%+$148$8080.00%Jul 21, 2026

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