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	$7.57M	Buy	+25,000	New	+$6.41M	0.1%	225
2024 Q2	–	Sell	-11,900	Closed	-$134K	–	1528
2024 Q1	$134K	Hold	11,900	–	–	﹤0.01%	1391
2023 Q4	$176K	Hold	11,900	–	–	﹤0.01%	1354
2023 Q3	$158K	Hold	11,900	–	–	﹤0.01%	1480
2023 Q2	$195K	Buy	+11,900	New	+$192K	﹤0.01%	1496

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

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.