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Davenport & Co’s Bloom Energy BE Stock Holding History

Davenport & Co’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 		$1M Buy
3,314
+533
+19% +$137K ﹤0.01% 773
2026
Q1 		$377K Buy
2,781
+222
+9% +$32.6K ﹤0.01% 1043
2025
Q4 		$222K Buy
2,559
+131
+5% +$13.8K ﹤0.01% 1192
2025
Q3 		$205K Buy
+2,428
New +$113K ﹤0.01% 1193
2024
Q4 		– Sell
-60,100
Closed -$1.05M – 1160
2024
Q3 		$635K Sell
60,100
-7,100
-11% -$84.2K ﹤0.01% 750
2024
Q2 		$823K Buy
+67,200
New +$857K 0.01% 668
2024
Q1 		– Sell
-22,900
Closed -$339K – 1109
2023
Q4 		$339K Hold
22,900
– – ﹤0.01% 876
2023
Q3 		$304K Buy
+22,900
New +$359K ﹤0.01% 874
2022
Q1 		– Sell
-9,300
Closed -$204K – 1064
2021
Q4 		$204K Sell
9,300
-4,000
-30% -$101K ﹤0.01% 1026
2021
Q3 		$249K Buy
+13,300
New +$281K ﹤0.01% 915
2021
Q1 		– Sell
-31,725
Closed -$909K – 802
2020
Q4 		$909K Sell
31,725
-61,453
-66% -$1.31M 0.01% 388
2020
Q3 		$1.67M Sell
93,178
-8,500
-8% -$127K 0.02% 264
2020
Q2 		$1.11M Buy
101,678
+83,178
+450% +$650K 0.01% 319
2020
Q1 		$97K Sell
18,500
-16,500
-47% -$140K ﹤0.01% 626
2019
Q4 		$261K Buy
+35,000
New +$170K ﹤0.01% 622

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

Davenport & Co's BE Position: Q2 2026 in Review

Davenport & Co increased its Bloom Energy (BE) stake by 19% in Q2 2026, buying an estimated $137K and bringing the position to 3,314 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Davenport & Co first reported a position in BE in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.67M in Q3 2020. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Davenport & Co held 3,314 shares of Bloom Energy worth $1M as of Q2 2026.
  • Davenport & Co bought 533 Bloom Energy shares in Q2 2026, an estimated $137K.
  • Bloom Energy made up ﹤0.01% of Davenport & Co's portfolio in Q2 2026, its #773 holding.
  • Davenport & Co first reported a position in Bloom Energy in Q4 2019 and has held it in 15 quarters since.
  • Davenport & Co's Bloom Energy position peaked at $1.67M in Q3 2020.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Davenport & Co's 13F filing for Q2 2026, filed 13 Jul 2026.