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Bayforest Capital’s Bloom Energy BE Stock Holding History

Bayforest Capital’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 		$185K Sell
610
-734
-55% -$188K 0.17% 198
2026
Q1 		$182K Sell
1,344
-100
-7% -$14.7K 0.2% 150
2025
Q4 		$125K Buy
+1,444
New +$152K 0.09% 412
2025
Q2 		– Sell
-104,540
Closed -$2.06M – 737
2025
Q1 		$2.06M Buy
+104,540
New +$2.5M 0.9% 1

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

Bayforest Capital's BE Position: Q2 2026 in Review

Bayforest Capital reduced its Bloom Energy (BE) stake by 55% in Q2 2026, selling an estimated $188K and leaving 610 shares worth $185K. The position accounts for 0.17% of the portfolio, ranked #198.

Bayforest Capital first reported a position in BE in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.06M in Q1 2025. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Bayforest Capital held 610 shares of Bloom Energy worth $185K as of Q2 2026.
  • Bayforest Capital sold 734 Bloom Energy shares in Q2 2026, an estimated $188K.
  • Bloom Energy made up 0.17% of Bayforest Capital's portfolio in Q2 2026, its #198 holding.
  • Bayforest Capital first reported a position in Bloom Energy in Q1 2025 and has held it in 4 quarters since.
  • Bayforest Capital's Bloom Energy position peaked at $2.06M in Q1 2025.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.