Belpointe Asset Management’s Bloom Energy BE Stock Holding History

Belpointe Asset Management’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	–	Sell	-2,264	Closed	-$307K	–	1127
2026 Q1	$307K	Buy	+2,264	New	+$332K	0.01%	856
2023 Q2	–	Sell	-5,261	Closed	-$105K	–	859
2023 Q1	$105K	Sell	5,261 -7,520	-59%	-$165K	0.01%	1274
2022 Q4	$244K	Buy	+12,781	New	+$251K	0.01%	801
2021 Q1	–	Sell	-3,733	Closed	-$107K	–	1009
2020 Q4	$107K	Buy	+3,733	New	+$79.7K	0.01%	926

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

Belpointe Asset Management's BE Position: Q2 2026 in Review

Belpointe Asset Management sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 2,264 shares — an estimated $307K sold.

Belpointe Asset Management first reported a position in BE in Q4 2020 and held it in 4 quarters. The position peaked at $307K in Q1 2026. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Belpointe Asset Management reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 2,264 Bloom Energy shares in Q2 2026, an estimated $307K.
Belpointe Asset Management first reported a position in Bloom Energy in Q4 2020 and held it in 4 quarters.
Belpointe Asset Management's Bloom Energy position peaked at $307K in Q1 2026.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.