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Concentric Capital Strategies’s Bloom Energy BE Stock Holding History

Concentric Capital Strategies’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 		$3.69M Buy
12,174
+7,711
+173% +$1.98M 0.2% 109
2026
Q1 		$605K Sell
4,463
-98,993
-96% -$14.5M 0.05% 198
2025
Q4 		$8.99M Buy
+103,456
New +$10.9M 0.43% 73
2025
Q3 		– Sell
-23,159
Closed -$554K – 306
2025
Q2 		$554K Buy
+23,159
New +$448K 0.02% 243

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

Concentric Capital Strategies's BE Position: Q2 2026 in Review

Concentric Capital Strategies increased its Bloom Energy (BE) stake by 173% in Q2 2026, buying an estimated $1.98M and bringing the position to 12,174 shares worth $3.69M. The position accounts for 0.2% of the portfolio, ranked #109.

Concentric Capital Strategies first reported a position in BE in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.99M in Q4 2025. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Concentric Capital Strategies held 12,174 shares of Bloom Energy worth $3.69M as of Q2 2026.
  • Concentric Capital Strategies bought 7,711 Bloom Energy shares in Q2 2026, an estimated $1.98M.
  • Bloom Energy made up 0.2% of Concentric Capital Strategies's portfolio in Q2 2026, its #109 holding.
  • Concentric Capital Strategies first reported a position in Bloom Energy in Q2 2025 and has held it in 4 quarters since.
  • Concentric Capital Strategies's Bloom Energy position peaked at $8.99M in Q4 2025.
  • 1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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