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Chesley Taft & Associates’s Bloom Energy BE Stock Holding History

Chesley Taft & 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 		$2.4M Sell
7,927
-318
-4% -$81.5K 0.09% 151
2026
Q1 		$1.12M Sell
8,245
-2,214
-21% -$325K 0.05% 208
2025
Q4 		$909K Sell
10,459
-265
-2% -$27.8K 0.04% 232
2025
Q3 		$907K Sell
10,724
-4,938
-32% -$229K 0.04% 221
2025
Q2 		$375K Buy
15,662
+2,706
+21% +$52.4K 0.02% 280
2025
Q1 		$255K Buy
12,956
+2,807
+28% +$67K 0.01% 314
2024
Q4 		$225K Buy
+10,149
New +$178K 0.01% 311

Other funds holding BE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Chesley Taft & Associates's BE Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Bloom Energy (BE) stake by 3.9% in Q2 2026, selling an estimated $81.5K and leaving 7,927 shares worth $2.4M. The position accounts for 0.09% of the portfolio, ranked #151.

Chesley Taft & Associates first reported a position in BE in Q4 2024 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Chesley Taft & Associates held 7,927 shares of Bloom Energy worth $2.4M as of Q2 2026.
  • Chesley Taft & Associates sold 318 Bloom Energy shares in Q2 2026, an estimated $81.5K.
  • Bloom Energy made up 0.09% of Chesley Taft & Associates's portfolio in Q2 2026, its #151 holding.
  • Chesley Taft & Associates first reported a position in Bloom Energy in Q4 2024 and has held it in 7 quarters since.
  • 255 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.