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Avalon Trust’s Bloom Energy BE Stock Holding History

Avalon Trust’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 		$69.3M Sell
228,790
-4,930
-2% -$1.26M 4.26% 7
2026
Q1 		$31.7M Sell
233,720
-121,149
-34% -$17.8M 2.18% 11
2025
Q4 		$30.8M Sell
354,869
-3,911
-1% -$411K 1.99% 12
2025
Q3 		$30.3M Sell
358,780
-326,012
-48% -$15.1M 1.97% 12
2025
Q2 		$16.4M Sell
684,792
-28,515
-4% -$552K 1.2% 21
2025
Q1 		$14M Sell
713,307
-11,013
-2% -$263K 1.12% 28
2024
Q4 		$16.1M Sell
724,320
-1,680
-0.2% -$29.4K 1.14% 29
2024
Q3 		$7.67M Buy
726,000
+458,641
+172% +$5.44M 0.57% 41
2024
Q2 		$3.27M Sell
267,359
-2,475
-0.9% -$31.5K 0.26% 48
2024
Q1 		$3.03M Buy
269,834
+5,750
+2% +$63.2K 0.25% 49
2023
Q4 		$3.91M Sell
264,084
-207,653
-44% -$2.6M 0.36% 47
2023
Q3 		$6.26M Buy
471,737
+10,600
+2% +$166K 0.62% 42
2023
Q2 		$7.54M Buy
461,137
+3,500
+0.8% +$56.6K 0.68% 43
2023
Q1 		$9.12M Buy
+457,637
New +$10M 0.9% 39

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

Avalon Trust's BE Position: Q2 2026 in Review

Avalon Trust reduced its Bloom Energy (BE) stake by 2.1% in Q2 2026, selling an estimated $1.26M and leaving 228,790 shares worth $69.3M. The position accounts for 4.26% of the portfolio, ranked #7.

Avalon Trust first reported a position in BE in Q1 2023 and has held it in 14 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Avalon Trust held 228,790 shares of Bloom Energy worth $69.3M as of Q2 2026.
  • Avalon Trust sold 4,930 Bloom Energy shares in Q2 2026, an estimated $1.26M.
  • Bloom Energy made up 4.26% of Avalon Trust's portfolio in Q2 2026, its #7 holding.
  • Avalon Trust first reported a position in Bloom Energy in Q1 2023 and has held it in 14 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.