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Coldstream Capital Management’s Bloom Energy BE Stock Holding History

Coldstream 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
Q2 		$505K Sell
1,668
-336
-17% -$86.1K 0.01% 731
2026
Q1 		$272K Buy
+2,004
New +$294K ﹤0.01% 986
2025
Q2 		– Sell
-333
Closed -$6.55K – 1363
2025
Q1 		$6.55K Buy
+333
New +$7.95K ﹤0.01% 2571

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
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

Coldstream Capital Management's BE Position: Q2 2026 in Review

Coldstream Capital Management reduced its Bloom Energy (BE) stake by 17% in Q2 2026, selling an estimated $86.1K and leaving 1,668 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #731.

Coldstream Capital Management first reported a position in BE in Q1 2025 and has held it in 3 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Coldstream Capital Management held 1,668 shares of Bloom Energy worth $505K as of Q2 2026.
  • Coldstream Capital Management sold 336 Bloom Energy shares in Q2 2026, an estimated $86.1K.
  • Bloom Energy made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #731 holding.
  • Coldstream Capital Management first reported a position in Bloom Energy in Q1 2025 and has held it in 3 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.