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Concurrent Investment Advisors’s Bloom Energy BE Stock Holding History

Concurrent Investment Advisors’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 		$5.48M Sell
18,089
-9,142
-34% -$2.34M 0.05% 412
2026
Q1 		$3.69M Buy
27,231
+19,472
+251% +$2.86M 0.04% 430
2025
Q4 		$674K Buy
7,759
+5,196
+203% +$546K 0.01% 1014
2025
Q3 		$217K Buy
+2,563
New +$119K ﹤0.01% 1317
2025
Q2 		– Sell
-39,925
Closed -$785K – 1413
2025
Q1 		$785K Buy
39,925
+27,401
+219% +$654K 0.02% 613
2024
Q4 		$278K Buy
+12,524
New +$220K 0.01% 862

Other funds holding BE

ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Concurrent Investment Advisors's BE Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Bloom Energy (BE) stake by 34% in Q2 2026, selling an estimated $2.34M and leaving 18,089 shares worth $5.48M. The position accounts for 0.05% of the portfolio, ranked #412.

Concurrent Investment Advisors first reported a position in BE in Q4 2024 and has held it in 6 quarters since. 380 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Concurrent Investment Advisors held 18,089 shares of Bloom Energy worth $5.48M as of Q2 2026.
  • Concurrent Investment Advisors sold 9,142 Bloom Energy shares in Q2 2026, an estimated $2.34M.
  • Bloom Energy made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #412 holding.
  • Concurrent Investment Advisors first reported a position in Bloom Energy in Q4 2024 and has held it in 6 quarters since.
  • 380 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.