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Delta Investment Management’s Bloom Energy BE Stock Holding History

Delta Investment Management’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 		$333K Buy
+1,101
New +$282K 0.05% 206
2021
Q2 		– Sell
-100,640
Closed -$2.72M – 171
2021
Q1 		$2.72M Sell
100,640
-394
-0.4% -$12.8K 0.87% 38
2020
Q4 		$2.9M Buy
+101,034
New +$2.16M 0.93% 34

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 $3.38T AUM 44.17% 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

Delta Investment Management's BE Position: Q2 2026 in Review

Delta Investment Management opened a new position in Bloom Energy (BE) in Q2 2026: 1,101 shares worth $333K. The stake represents 0.05% of the portfolio and ranks #206 among its holdings. This is a return to the name: Delta Investment Management previously reported a position in BE as recently as Q1 2021.

Delta Investment Management first reported a position in BE in Q4 2020 and has held it in 3 quarters since. The position peaked at $2.9M in Q4 2020. 1,286 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Delta Investment Management held 1,101 shares of Bloom Energy worth $333K as of Q2 2026.
  • Bloom Energy was a new Delta Investment Management position in Q2 2026.
  • Bloom Energy made up 0.05% of Delta Investment Management's portfolio in Q2 2026, its #206 holding.
  • Delta Investment Management first reported a position in Bloom Energy in Q4 2020 and has held it in 3 quarters since.
  • Delta Investment Management's Bloom Energy position peaked at $2.9M in Q4 2020.
  • 1,286 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.