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Boothbay Fund Management’s Bloom Energy BE Stock Holding History

Boothbay Fund 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 		$15.2M Sell
50,216
-17,812
-26% -$4.56M 0.2% 91
2026
Q1 		$9.22M Sell
68,028
-18,257
-21% -$2.68M 0.12% 153
2025
Q4 		$7.5M Sell
86,285
-99,136
-53% -$10.4M 0.11% 193
2025
Q3 		$15.7M Sell
185,421
-103,157
-36% -$4.79M 0.23% 73
2025
Q2 		$6.9M Buy
288,578
+9,420
+3% +$182K 0.13% 210
2025
Q1 		$5.49M Sell
279,158
-175,254
-39% -$4.18M 0.14% 196
2024
Q4 		$10.1M Sell
454,412
-7,177
-2% -$126K 0.25% 101
2024
Q3 		$4.87M Buy
461,589
+158,901
+52% +$1.88M 0.11% 259
2024
Q2 		$3.7M Buy
302,688
+94,028
+45% +$1.2M 0.09% 312
2024
Q1 		$2.35M Buy
208,660
+167,777
+410% +$1.84M 0.05% 449
2023
Q4 		$605K Buy
40,883
+9,793
+31% +$123K 0.02% 915
2023
Q3 		$412K Buy
31,090
+5,812
+23% +$91.1K 0.01% 1126
2023
Q2 		$413K Buy
+25,278
New +$408K 0.01% 1183
2019
Q3 		– Sell
-33,768
Closed -$414K – 768
2019
Q2 		$414K Buy
33,768
+23,042
+215% +$283K 0.04% 463
2019
Q1 		$139K Buy
+10,726
New +$131K 0.01% 637

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SA
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

Boothbay Fund Management's BE Position: Q2 2026 in Review

Boothbay Fund Management reduced its Bloom Energy (BE) stake by 26% in Q2 2026, selling an estimated $4.56M and leaving 50,216 shares worth $15.2M. The position accounts for 0.2% of the portfolio, ranked #91.

Boothbay Fund Management first reported a position in BE in Q1 2019 and has held it in 15 quarters since. The position peaked at $15.7M in Q3 2025. 1,286 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Boothbay Fund Management held 50,216 shares of Bloom Energy worth $15.2M as of Q2 2026.
  • Boothbay Fund Management sold 17,812 Bloom Energy shares in Q2 2026, an estimated $4.56M.
  • Bloom Energy made up 0.2% of Boothbay Fund Management's portfolio in Q2 2026, its #91 holding.
  • Boothbay Fund Management first reported a position in Bloom Energy in Q1 2019 and has held it in 15 quarters since.
  • Boothbay Fund Management's Bloom Energy position peaked at $15.7M in Q3 2025.
  • 1,286 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Boothbay Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.