BOK Financial’s Bloom Energy BE Stock Holding History

BOK Financial’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	$113K	Buy	374 +47	+14%	+$12K	﹤0.01%	743
2026 Q1	$44.3K	Hold	327	–	–	﹤0.01%	838
2025 Q4	$28.4K	Buy	327 +2	+0.6%	+$210	﹤0.01%	898
2025 Q3	$27.5K	Hold	325	–	–	﹤0.01%	914
2025 Q2	$7.77K	Hold	325	–	–	﹤0.01%	977
2025 Q1	$6.39K	Hold	325	–	–	﹤0.01%	1017
2024 Q4	$7.66K	Hold	325	–	–	﹤0.01%	1002
2024 Q3	$3.46K	Sell	325 -70,000	-100%	-$830K	﹤0.01%	1103
2024 Q2	$861K	Buy	+70,325	New	+$896K	0.02%	490
2023 Q1	–	Sell	-25,325	Closed	-$484K	–	1172
2022 Q4	$484K	Sell	25,325 -5,000	-16%	-$98.2K	0.01%	681
2022 Q3	$606K	Sell	30,325 -10,000	-25%	-$225K	0.01%	625
2022 Q2	$665K	Buy	+40,325	New	+$738K	0.01%	624
2021 Q1	$396K	Buy	14,630 +5,305	+57%	+$173K	0.01%	734
2020 Q4	$267K	Sell	9,325 -5,675	-38%	-$121K	0.01%	796
2020 Q3	$270K	Sell	15,000 -20,000	-57%	-$299K	0.01%	744
2020 Q2	$381K	Buy	+35,000	New	+$273K	0.01%	695

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

BOK Financial's BE Position: Q2 2026 in Review

BOK Financial increased its Bloom Energy (BE) stake by 14% in Q2 2026, buying an estimated $12K and bringing the position to 374 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

BOK Financial first reported a position in BE in Q2 2020 and has held it in 16 quarters since. The position peaked at $861K in Q2 2024. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

BOK Financial held 374 shares of Bloom Energy worth $113K as of Q2 2026.
BOK Financial bought 47 Bloom Energy shares in Q2 2026, an estimated $12K.
Bloom Energy made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #743 holding.
BOK Financial first reported a position in Bloom Energy in Q2 2020 and has held it in 16 quarters since.
BOK Financial's Bloom Energy position peaked at $861K in Q2 2024.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.