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Ancora Advisors’s Bloom Energy BE Stock Holding History

Ancora Advisors’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 		$75.7K Sell
250
-35
-12% -$8.97K ﹤0.01% 967
2026
Q1 		$38.6K Buy
+285
New +$41.8K ﹤0.01% 1254
2023
Q2 		– Sell
-300
Closed -$5.98K – 1805
2023
Q1 		$5.98K Buy
300
+50
+20% +$1.09K ﹤0.01% 1375
2022
Q4 		$5K Hold
250
– – ﹤0.01% 1462
2022
Q3 		$5K Hold
250
– – ﹤0.01% 1632
2022
Q2 		$4K Hold
250
– – ﹤0.01% 1786
2022
Q1 		$6K Hold
250
– – ﹤0.01% 1892
2021
Q4 		$5K Hold
250
– – ﹤0.01% 2026
2021
Q3 		$5K Hold
250
– – ﹤0.01% 1889
2021
Q2 		$7K Hold
250
– – ﹤0.01% 1608
2021
Q1 		$7K Buy
+250
New +$8.15K ﹤0.01% 1499

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
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

Ancora Advisors's BE Position: Q2 2026 in Review

Ancora Advisors reduced its Bloom Energy (BE) stake by 12% in Q2 2026, selling an estimated $8.97K and leaving 250 shares worth $75.7K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Ancora Advisors first reported a position in BE in Q1 2021 and has held it in 11 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Ancora Advisors held 250 shares of Bloom Energy worth $75.7K as of Q2 2026.
  • Ancora Advisors sold 35 Bloom Energy shares in Q2 2026, an estimated $8.97K.
  • Bloom Energy made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #967 holding.
  • Ancora Advisors first reported a position in Bloom Energy in Q1 2021 and has held it in 11 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.