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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
2025
Q2 		– Sell
-10,000
Closed -$197K – 1211
2025
Q1 		$197K Hold
10,000
– – ﹤0.01% 1140
2024
Q4 		$222K Hold
10,000
– – ﹤0.01% 1093
2024
Q3 		$106K Buy
+10,000
New +$119K ﹤0.01% 1128

Other funds holding BE

ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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. 468 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.
  • 468 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.