Concorde Asset Management’s Bloom Energy BE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$840K Sell
2,776
-441
-14% -$113K 0.49% 39
2026
Q1
$436K Buy
3,217
+183
+6% +$26.9K 0.21% 98
2025
Q4
$264K Buy
+3,034
New +$319K 0.11% 189

Other funds holding BE

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

Concorde Asset Management reduced its Bloom Energy (BE) stake by 14% in Q2 2026, selling an estimated $113K and leaving 2,776 shares worth $840K. The position accounts for 0.49% of the portfolio, ranked #39.

Concorde Asset Management first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Concorde Asset Management held 2,776 shares of Bloom Energy worth $840K as of Q2 2026.
  • Concorde Asset Management sold 441 Bloom Energy shares in Q2 2026, an estimated $113K.
  • Bloom Energy made up 0.49% of Concorde Asset Management's portfolio in Q2 2026, its #39 holding.
  • Concorde Asset Management first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.