Covenant Asset Management’s Bloom Energy BE Stock Holding History

Covenant Asset 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 Q1	–	Hold	0	–	–	–	63

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Covenant Asset Management's BE Position: Q1 2026 in Review

Covenant Asset Management opened a new position in Bloom Energy (BE) in Q1 2026: 25,874 shares worth $3.51M. The stake represents 0.53% of the portfolio and ranks #57 among its holdings.

978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Covenant Asset Management held 25,874 shares of Bloom Energy worth $3.51M as of Q1 2026.
Bloom Energy was a new Covenant Asset Management position in Q1 2026.
Bloom Energy made up 0.53% of Covenant Asset Management's portfolio in Q1 2026, its #57 holding.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Covenant Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.