CVFG LLC’s Bloom Energy BE Stock Holding History

CVFG LLC’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	$16.6M	Sell	54,675 -19,970	-27%	-$5.12M	1.74%	11
2026 Q1	$10.1M	Buy	+74,645	New	+$11M	1.26%	18

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

CVFG LLC's BE Position: Q2 2026 in Review

CVFG LLC reduced its Bloom Energy (BE) stake by 27% in Q2 2026, selling an estimated $5.12M and leaving 54,675 shares worth $16.6M. The position accounts for 1.74% of the portfolio, ranked #11.

CVFG LLC first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,274 funds tracked by Wall St. Rank hold BE as of Q2 2026.

CVFG LLC held 54,675 shares of Bloom Energy worth $16.6M as of Q2 2026.
CVFG LLC sold 19,970 Bloom Energy shares in Q2 2026, an estimated $5.12M.
Bloom Energy made up 1.74% of CVFG LLC's portfolio in Q2 2026, its #11 holding.
CVFG LLC first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
1,274 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.