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Diversified Trust’s Bloom Energy BE Stock Holding History

Diversified Trust’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 		$1.1M Sell
3,649
-13,819
-79% -$3.54M 0.02% 470
2026
Q1 		$2.37M Buy
17,468
+12,623
+261% +$1.85M 0.04% 219
2025
Q4 		$421K Sell
4,845
-26,356
-84% -$2.77M 0.01% 718
2025
Q3 		$2.64M Buy
+31,201
New +$1.45M 0.05% 204

Other funds holding BE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Diversified Trust's BE Position: Q2 2026 in Review

Diversified Trust reduced its Bloom Energy (BE) stake by 79% in Q2 2026, selling an estimated $3.54M and leaving 3,649 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #470.

Diversified Trust first reported a position in BE in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.64M in Q3 2025. 183 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Diversified Trust held 3,649 shares of Bloom Energy worth $1.1M as of Q2 2026.
  • Diversified Trust sold 13,819 Bloom Energy shares in Q2 2026, an estimated $3.54M.
  • Bloom Energy made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #470 holding.
  • Diversified Trust first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • Diversified Trust's Bloom Energy position peaked at $2.64M in Q3 2025.
  • 183 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.