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Covestor’s Bloom Energy BE Stock Holding History

Covestor’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 		$161K Buy
533
+320
+150% +$82K 0.09% 177
2026
Q1 		$29K Sell
213
-293
-58% -$43K 0.02% 958
2025
Q4 		$44K Buy
506
+6
+1% +$630 0.02% 950
2025
Q3 		$42K Sell
500
-112
-18% -$5.2K 0.02% 979
2025
Q2 		$15K Buy
612
+5
+0.8% +$97 0.01% 1341
2025
Q1 		$12K Buy
607
+595
+4,958% +$14.2K 0.01% 1380
2024
Q4 		$0 Hold
12
– – ﹤0.01% 2236
2024
Q3 		$0 Sell
12
-6
-33% -$71 ﹤0.01% 2218
2024
Q2 		$0 Hold
18
– – ﹤0.01% 2243
2024
Q1 		$0 Buy
18
+5
+38% +$55 ﹤0.01% 2236
2023
Q4 		$0 Buy
13
+4
+44% +$50 ﹤0.01% 2146
2023
Q3 		$0 Sell
9
-2
-18% -$31 ﹤0.01% 2113
2023
Q2 		$0 Hold
11
– – ﹤0.01% 2130
2023
Q1 		$0 Sell
11
-3
-21% -$66 ﹤0.01% 2020
2022
Q4 		$0 Sell
14
-1
-7% -$20 ﹤0.01% 2069
2022
Q3 		$0 Sell
15
-5
-25% -$113 ﹤0.01% 1993
2022
Q2 		$0 Sell
20
-4
-17% -$73 ﹤0.01% 1910
2022
Q1 		$1K Buy
24
+1
+4% +$20 ﹤0.01% 1736
2021
Q4 		$1K Buy
+23
New +$582 ﹤0.01% 1646

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

Covestor's BE Position: Q2 2026 in Review

Covestor increased its Bloom Energy (BE) stake by 150% in Q2 2026, buying an estimated $82K and bringing the position to 533 shares worth $161K. The position accounts for 0.09% of the portfolio, ranked #177.

Covestor first reported a position in BE in Q4 2021 and has held it in 19 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Covestor held 533 shares of Bloom Energy worth $161K as of Q2 2026.
  • Covestor bought 320 Bloom Energy shares in Q2 2026, an estimated $82K.
  • Bloom Energy made up 0.09% of Covestor's portfolio in Q2 2026, its #177 holding.
  • Covestor first reported a position in Bloom Energy in Q4 2021 and has held it in 19 quarters since.
  • 1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.