Brown, Lisle/Cummings’s Bloom Energy BE Stock Holding History

Brown, Lisle/Cummings’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	$2.42K	Buy	8 +1	+14%	+$256	﹤0.01%	824
2026 Q1	$948	Buy	+7	New	+$1.03K	﹤0.01%	942

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

Brown, Lisle/Cummings's BE Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its Bloom Energy (BE) stake by 14% in Q2 2026, buying an estimated $256 and bringing the position to 8 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Brown, Lisle/Cummings first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Brown, Lisle/Cummings held 8 shares of Bloom Energy worth $2.42K as of Q2 2026.
Brown, Lisle/Cummings bought 1 Bloom Energy share in Q2 2026, an estimated $256.
Bloom Energy made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #824 holding.
Brown, Lisle/Cummings first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.