Close Asset Management’s Bloom Energy BE Stock Holding History

Close Asset 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 Q2	$9K	Buy	+31	New	+$7.94K	﹤0.01%	228
2023 Q2	–	Sell	-445	Closed	-$9K	–	251
2023 Q1	$9K	Hold	445	–	–	﹤0.01%	204
2022 Q4	$9K	Buy	+445	New	+$8.74K	﹤0.01%	172

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

Close Asset Management's BE Position: Q2 2026 in Review

Close Asset Management opened a new position in Bloom Energy (BE) in Q2 2026: 31 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #228 among its holdings. This is a return to the name: Close Asset Management previously reported a position in BE as recently as Q1 2023.

Close Asset Management first reported a position in BE in Q4 2022 and has held it in 3 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Close Asset Management held 31 shares of Bloom Energy worth $9K as of Q2 2026.
Bloom Energy was a new Close Asset Management position in Q2 2026.
Bloom Energy made up ﹤0.01% of Close Asset Management's portfolio in Q2 2026, its #228 holding.
Close Asset Management first reported a position in Bloom Energy in Q4 2022 and has held it in 3 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Close Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.