Choreo LLC’s Bloom Energy BE Stock Holding History

Choreo LLC’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	$1.5M	Buy	4,949 +701	+17%	+$180K	0.02%	493
2026 Q1	$576K	Buy	4,248 +1,369	+48%	+$201K	0.01%	864
2025 Q4	$251K	Buy	2,879 +99	+4%	+$10.4K	﹤0.01%	1334
2025 Q3	$235K	Buy	+2,780	New	+$129K	﹤0.01%	1370

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

Choreo LLC's BE Position: Q2 2026 in Review

Choreo LLC increased its Bloom Energy (BE) stake by 17% in Q2 2026, buying an estimated $180K and bringing the position to 4,949 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #493.

Choreo LLC first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Choreo LLC held 4,949 shares of Bloom Energy worth $1.5M as of Q2 2026.
Choreo LLC bought 701 Bloom Energy shares in Q2 2026, an estimated $180K.
Bloom Energy made up 0.02% of Choreo LLC's portfolio in Q2 2026, its #493 holding.
Choreo LLC first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.