Berkshire Capital Holdings’s Bloom Energy BE Stock Holding History

Berkshire Capital Holdings’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	$27.6M	Buy	91,090 +9,280	+11%	+$2.38M	5.96%	5
2026 Q1	$11.1M	Buy	81,810 +81,790	+408,950%	+$12M	4%	12
2025 Q4	$1.74K	Buy	20 +10	+100%	+$1.05K	﹤0.01%	58
2025 Q3	$846	Buy	+10	New	+$464	﹤0.01%	81

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 $3.38T AUM 44.17% 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

Berkshire Capital Holdings's BE Position: Q2 2026 in Review

Berkshire Capital Holdings increased its Bloom Energy (BE) stake by 11% in Q2 2026, buying an estimated $2.38M and bringing the position to 91,090 shares worth $27.6M. The position accounts for 5.96% of the portfolio, ranked #5.

Berkshire Capital Holdings first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,286 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Berkshire Capital Holdings held 91,090 shares of Bloom Energy worth $27.6M as of Q2 2026.
Berkshire Capital Holdings bought 9,280 Bloom Energy shares in Q2 2026, an estimated $2.38M.
Bloom Energy made up 5.96% of Berkshire Capital Holdings's portfolio in Q2 2026, its #5 holding.
Berkshire Capital Holdings first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
1,286 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Berkshire Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.