BCH
BE icon

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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Berkshire Capital Holdings's BE Position: Q1 2026 in Review

Berkshire Capital Holdings increased its Bloom Energy (BE) stake by 408,950% in Q1 2026, buying an estimated $12M and bringing the position to 81,810 shares worth $11.1M. The position accounts for 4% of the portfolio, ranked #12.

Berkshire Capital Holdings first reported a position in BE in Q3 2025 and has held it in 3 quarters since. 982 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Berkshire Capital Holdings held 81,810 shares of Bloom Energy worth $11.1M as of Q1 2026.
  • Berkshire Capital Holdings bought 81,790 Bloom Energy shares in Q1 2026, an estimated $12M.
  • Bloom Energy made up 4% of Berkshire Capital Holdings's portfolio in Q1 2026, its #12 holding.
  • Berkshire Capital Holdings first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
  • 982 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Berkshire Capital Holdings's 13F filing for Q1 2026, filed 12 May 2026.