Carnegie Investment Counsel’s Bloom Energy BE Stock Holding History

Carnegie Investment Counsel’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	$529K	Buy	+1,746	New	+$447K	0.01%	387
2023 Q3	–	Sell	-10,975	Closed	-$179K	–	485
2023 Q2	$179K	Sell	10,975 -80,540	-88%	-$1.3M	0.01%	486
2023 Q1	$1.82M	Buy	91,515 +53,410	+140%	+$1.17M	0.07%	214
2022 Q4	$729K	Buy	+38,105	New	+$748K	0.03%	303
2021 Q3	–	Sell	-77,240	Closed	-$2.08M	–	470
2021 Q2	$2.08M	Sell	77,240 -60,815	-44%	-$1.47M	0.08%	181
2021 Q1	$3.73M	Buy	+138,055	New	+$4.5M	0.16%	140

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

Carnegie Investment Counsel's BE Position: Q2 2026 in Review

Carnegie Investment Counsel opened a new position in Bloom Energy (BE) in Q2 2026: 1,746 shares worth $529K. The stake represents 0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Carnegie Investment Counsel previously reported a position in BE as recently as Q2 2023.

Carnegie Investment Counsel first reported a position in BE in Q1 2021 and has held it in 6 quarters since. The position peaked at $3.73M in Q1 2021. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Carnegie Investment Counsel held 1,746 shares of Bloom Energy worth $529K as of Q2 2026.
Bloom Energy was a new Carnegie Investment Counsel position in Q2 2026.
Bloom Energy made up 0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #387 holding.
Carnegie Investment Counsel first reported a position in Bloom Energy in Q1 2021 and has held it in 6 quarters since.
Carnegie Investment Counsel's Bloom Energy position peaked at $3.73M in Q1 2021.
1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.