Algert Global’s Bloom Energy BE Stock Holding History

Algert Global’s Portfolio BE Stock Details BE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Sell	4,179 -70,368	-94%	-$18M	0.02%	940
2026 Q1	$10.1M	Sell	74,547 -18,505	-20%	-$2.72M	0.15%	201
2025 Q4	$8.09M	Sell	93,052 -70,259	-43%	-$7.38M	0.13%	280
2025 Q3	$13.8M	Buy	163,311 +79,421	+95%	+$3.69M	0.23%	108
2025 Q2	$2.01M	Sell	83,890 -23,370	-22%	-$452K	0.04%	633
2025 Q1	$2.11M	Buy	107,260 +61,120	+132%	+$1.46M	0.05%	587
2024 Q4	$1.02M	Buy	+46,140	New	+$809K	0.02%	781
2024 Q3	–	Sell	-20,468	Closed	-$251K	–	1216
2024 Q2	$251K	Buy	+20,468	New	+$261K	0.01%	1195
2023 Q2	–	Sell	-29,490	Closed	-$588K	–	1093
2023 Q1	$588K	Buy	+29,490	New	+$646K	0.03%	782
2022 Q3	–	Sell	-18,860	Closed	-$311K	–	1179
2022 Q2	$311K	Sell	18,860 -29,217	-61%	-$535K	0.02%	903
2022 Q1	$1.16M	Buy	48,077 +38,911	+425%	+$760K	0.08%	466
2021 Q4	$201K	Sell	9,166 -4,500	-33%	-$114K	0.03%	855
2021 Q3	$256K	Sell	13,666 -563	-4%	-$11.9K	0.03%	817
2021 Q2	$382K	Buy	14,229 +3,946	+38%	+$95.7K	0.13%	229
2021 Q1	$278K	Buy	+10,283	New	+$335K	0.09%	319

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Algert Global's BE Position: Q2 2026 in Review

Algert Global reduced its Bloom Energy (BE) stake by 94% in Q2 2026, selling an estimated $18M and leaving 4,179 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #940.

Algert Global first reported a position in BE in Q1 2021 and has held it in 15 quarters since. The position peaked at $13.8M in Q3 2025. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Algert Global held 4,179 shares of Bloom Energy worth $1.26M as of Q2 2026.
Algert Global sold 70,368 Bloom Energy shares in Q2 2026, an estimated $18M.
Bloom Energy made up 0.02% of Algert Global's portfolio in Q2 2026, its #940 holding.
Algert Global first reported a position in Bloom Energy in Q1 2021 and has held it in 15 quarters since.
Algert Global's Bloom Energy position peaked at $13.8M in Q3 2025.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.