Cobblestone Asset Management’s Bloom Energy BE Stock Holding History

Cobblestone 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	$424K	Sell	1,400 -150	-10%	-$38.4K	0.18%	55
2026 Q1	$210K	Buy	+1,550	New	+$227K	0.09%	70
2025 Q4	–	Sell	-3,050	Closed	-$258K	–	71
2025 Q3	$258K	Buy	+3,050	New	+$142K	0.12%	66

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

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

Cobblestone Asset Management reduced its Bloom Energy (BE) stake by 9.7% in Q2 2026, selling an estimated $38.4K and leaving 1,400 shares worth $424K. The position accounts for 0.18% of the portfolio, ranked #55.

Cobblestone Asset Management first reported a position in BE in Q3 2025 and has held it in 3 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Cobblestone Asset Management held 1,400 shares of Bloom Energy worth $424K as of Q2 2026.
Cobblestone Asset Management sold 150 Bloom Energy shares in Q2 2026, an estimated $38.4K.
Bloom Energy made up 0.18% of Cobblestone Asset Management's portfolio in Q2 2026, its #55 holding.
Cobblestone Asset Management first reported a position in Bloom Energy in Q3 2025 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 Cobblestone Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.