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 Q1	–	Sell	-3,793	Closed	-$330K	–	195
2025 Q4	$330K	Buy	+3,793	New	+$399K	0.08%	146

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

D.B. Root & Company's BE Position: Q1 2026 in Review

D.B. Root & Company sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 3,793 shares — an estimated $330K sold.

D.B. Root & Company first reported a position in BE in Q4 2025 and held it in 1 quarter. The position peaked at $330K in Q4 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

D.B. Root & Company reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
D.B. Root & Company sold 3,793 Bloom Energy shares in Q1 2026, an estimated $330K.
D.B. Root & Company first reported a position in Bloom Energy in Q4 2025 and held it in 1 quarter.
D.B. Root & Company's Bloom Energy position peaked at $330K in Q4 2025.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.