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David J. Yvars Group’s Bloom Energy BE Stock Holding History

David J. Yvars Group’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
Q3 		$3.62M Sell
13,065
-643
-5% -$152K 1.66% 13
2026
Q2 		$4.15M Buy
13,708
+5
+0% +$1.28K 1.96% 12
2026
Q1 		$1.85M Buy
13,703
+1,378
+11% +$202K 1.04% 17
2025
Q4 		$1.07M Sell
12,325
-9,807
-44% -$1.03M 0.57% 26
2025
Q3 		$1.87M Buy
+22,132
New +$1.03M 1% 19

Other funds holding BE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

David J. Yvars Group's BE Position: Q3 2026 in Review

David J. Yvars Group reduced its Bloom Energy (BE) stake by 4.7% in Q3 2026, selling an estimated $152K and leaving 13,065 shares worth $3.62M. The position accounts for 1.66% of the portfolio, ranked #13.

David J. Yvars Group first reported a position in BE in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.15M in Q2 2026. 47 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • David J. Yvars Group held 13,065 shares of Bloom Energy worth $3.62M as of Q3 2026.
  • David J. Yvars Group sold 643 Bloom Energy shares in Q3 2026, an estimated $152K.
  • Bloom Energy made up 1.66% of David J. Yvars Group's portfolio in Q3 2026, its #13 holding.
  • David J. Yvars Group first reported a position in Bloom Energy in Q3 2025 and has held it in 5 quarters since.
  • David J. Yvars Group's Bloom Energy position peaked at $4.15M in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.