Blue Trust Inc’s Bloom Energy BE Stock Holding History

Blue Trust Inc’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	$532K	Buy	1,758 +1,570	+835%	+$402K	0.01%	462
2026 Q1	$25.5K	Buy	188 +51	+37%	+$7.49K	﹤0.01%	1570
2025 Q4	$11.9K	Buy	+137	New	+$14.4K	﹤0.01%	1821
2025 Q2	–	Sell	-438	Closed	-$8.61K	–	2463
2025 Q1	$8.61K	Hold	438	–	–	﹤0.01%	1955
2024 Q4	$9.73K	Buy	438 +375	+595%	+$6.57K	﹤0.01%	1929
2024 Q3	$771	Sell	63 -477	-88%	-$5.66K	﹤0.01%	2740
2024 Q2	$6.07K	Buy	+540	New	+$6.88K	﹤0.01%	2123
2024 Q1	–	Sell	-210	Closed	-$3K	–	2214
2023 Q4	$3K	Buy	+210	New	+$2.63K	﹤0.01%	1985
2023 Q3	–	Sell	-111	Closed	-$2K	–	2038
2023 Q2	$2K	Buy	+111	New	+$1.79K	﹤0.01%	1703
2023 Q1	–	Sell	-281	Closed	-$6K	–	2306
2022 Q4	$6K	Sell	281 -3	-1%	-$59	﹤0.01%	1655
2022 Q3	$5K	Buy	284 +3	+1%	+$68	﹤0.01%	1552
2022 Q2	$7K	Buy	+281	New	+$5.14K	﹤0.01%	1317

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

Blue Trust Inc's BE Position: Q2 2026 in Review

Blue Trust Inc increased its Bloom Energy (BE) stake by 835% in Q2 2026, buying an estimated $402K and bringing the position to 1,758 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #462.

Blue Trust Inc first reported a position in BE in Q2 2022 and has held it in 12 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Blue Trust Inc held 1,758 shares of Bloom Energy worth $532K as of Q2 2026.
Blue Trust Inc bought 1,570 Bloom Energy shares in Q2 2026, an estimated $402K.
Bloom Energy made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #462 holding.
Blue Trust Inc first reported a position in Bloom Energy in Q2 2022 and has held it in 12 quarters since.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.