Chilton Capital Management’s Bloom Energy BE Stock Holding History

Chilton Capital 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 Q1	–	Sell	-2,000	Closed	-$174K	–	670
2025 Q4	$174K	Sell	2,000 -1,000	-33%	-$105K	0.01%	242
2025 Q3	$254K	Sell	3,000 -8,000	-73%	-$372K	0.01%	211
2025 Q2	$263K	Buy	11,000 +2,500	+29%	+$48.4K	0.01%	201
2025 Q1	$167K	Hold	8,500	–	–	0.01%	236
2024 Q4	$189K	Sell	8,500 -4,500	-35%	-$78.9K	0.01%	229
2024 Q3	$137K	Hold	13,000	–	–	0.01%	256
2024 Q2	$159K	Hold	13,000	–	–	0.01%	252
2024 Q1	$146K	Hold	13,000	–	–	0.01%	264
2023 Q4	$192K	Buy	13,000 +5,500	+73%	+$68.8K	0.01%	241
2023 Q3	$99.5K	Sell	7,500 -500	-6%	-$7.84K	0.01%	265
2023 Q2	$131K	Hold	8,000	–	–	0.01%	255
2023 Q1	$159K	Buy	+8,000	New	+$175K	0.01%	238
2022 Q3	–	Sell	-8,000	Closed	-$132K	–	248
2022 Q2	$132K	Buy	+8,000	New	+$146K	0.01%	240

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Chilton Capital Management's BE Position: Q1 2026 in Review

Chilton Capital Management sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 2,000 shares — an estimated $174K sold.

Chilton Capital Management first reported a position in BE in Q2 2022 and held it in 13 quarters. The position peaked at $263K in Q2 2025. 984 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Chilton Capital Management reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
Chilton Capital Management sold 2,000 Bloom Energy shares in Q1 2026, an estimated $174K.
Chilton Capital Management first reported a position in Bloom Energy in Q2 2022 and held it in 13 quarters.
Chilton Capital Management's Bloom Energy position peaked at $263K in Q2 2025.
984 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Chilton Capital Management's 13F filing for Q1 2026, filed 11 May 2026.