Covenant 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
$7.74M Sell
25,567
-307
-1% -$78.7K 1.3% 24
2026
Q1
$3.51M Buy
+25,874
New +$3.8M 0.53% 57

Other funds holding BE

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

Covenant Asset Management reduced its Bloom Energy (BE) stake by 1.2% in Q2 2026, selling an estimated $78.7K and leaving 25,567 shares worth $7.74M. The position accounts for 1.3% of the portfolio, ranked #24.

Covenant Asset Management first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Covenant Asset Management held 25,567 shares of Bloom Energy worth $7.74M as of Q2 2026.
  • Covenant Asset Management sold 307 Bloom Energy shares in Q2 2026, an estimated $78.7K.
  • Bloom Energy made up 1.3% of Covenant Asset Management's portfolio in Q2 2026, its #24 holding.
  • Covenant Asset Management first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Covenant Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.