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D.B. Root & Company’s Bloom Energy BE Stock Holding History

D.B. Root & Company’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 		$593K Buy
+1,960
New +$502K 0.13% 109
2026
Q1 		– Sell
-3,793
Closed -$330K – 195
2025
Q4 		$330K Buy
+3,793
New +$399K 0.08% 146

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

D.B. Root & Company's BE Position: Q2 2026 in Review

D.B. Root & Company opened a new position in Bloom Energy (BE) in Q2 2026: 1,960 shares worth $593K. The stake represents 0.13% of the portfolio and ranks #109 among its holdings. This is a return to the name: D.B. Root & Company previously reported a position in BE as recently as Q4 2025.

D.B. Root & Company first reported a position in BE in Q4 2025 and has held it in 2 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • D.B. Root & Company held 1,960 shares of Bloom Energy worth $593K as of Q2 2026.
  • Bloom Energy was a new D.B. Root & Company position in Q2 2026.
  • Bloom Energy made up 0.13% of D.B. Root & Company's portfolio in Q2 2026, its #109 holding.
  • D.B. Root & Company first reported a position in Bloom Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.