Defender Capital’s Bloom Energy BE Stock Holding History

Defender Capital’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	–	Sell	-2,000	Closed	-$271K	–	38
2026 Q1	$271K	Sell	2,000 -3,500	-64%	-$514K	0.1%	30
2025 Q4	$476K	Buy	+5,500	New	+$578K	0.15%	26
2025 Q3	–	Sell	-20,000	Closed	-$478K	–	6
2025 Q2	$478K	Buy	+20,000	New	+$387K	0.16%	28
2023 Q4	–	Sell	-136,700	Closed	-$1.81M	–	37
2023 Q3	$1.81M	Sell	136,700 -22,600	-14%	-$354K	0.66%	14
2023 Q2	$2.61M	Buy	159,300 +6,500	+4%	+$105K	0.9%	13
2023 Q1	$3.05M	Sell	152,800 -400	-0.3%	-$8.76K	1.06%	11
2022 Q4	$2.93M	Buy	153,200 +8,800	+6%	+$173K	1.18%	11
2022 Q3	$2.9M	Sell	144,400 -7,700	-5%	-$173K	1.14%	11
2022 Q2	$2.51M	Buy	152,100 +1,100	+0.7%	+$20.1K	0.98%	13
2022 Q1	$3.6M	Buy	151,000 +131,000	+655%	+$2.56M	1.25%	14
2021 Q4	$439K	Buy	20,000 +5,000	+33%	+$126K	0.14%	29
2021 Q3	$306K	Buy	15,000 +3,000	+25%	+$63.5K	0.1%	35
2021 Q2	$322K	Buy	+12,000	New	+$291K	0.11%	32

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Defender Capital's BE Position: Q2 2026 in Review

Defender Capital sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 2,000 shares — an estimated $271K sold.

Defender Capital first reported a position in BE in Q2 2021 and held it in 13 quarters. The position peaked at $3.6M in Q1 2022. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Defender Capital reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
Defender Capital sold 2,000 Bloom Energy shares in Q2 2026, an estimated $271K.
Defender Capital first reported a position in Bloom Energy in Q2 2021 and held it in 13 quarters.
Defender Capital's Bloom Energy position peaked at $3.6M in Q1 2022.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Defender Capital's 13F filing for Q2 2026, filed 9 Jul 2026.