Calton & Associates’s Bloom Energy BE Stock Holding History

Calton & Associates’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	$473K	Sell	1,563 -952	-38%	-$244K	0.07%	238
2026 Q1	$341K	Buy	+2,515	New	+$369K	0.05%	297

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

Calton & Associates's BE Position: Q2 2026 in Review

Calton & Associates reduced its Bloom Energy (BE) stake by 38% in Q2 2026, selling an estimated $244K and leaving 1,563 shares worth $473K. The position accounts for 0.07% of the portfolio, ranked #238.

Calton & Associates first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Calton & Associates held 1,563 shares of Bloom Energy worth $473K as of Q2 2026.
Calton & Associates sold 952 Bloom Energy shares in Q2 2026, an estimated $244K.
Bloom Energy made up 0.07% of Calton & Associates's portfolio in Q2 2026, its #238 holding.
Calton & Associates first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.