Donoghue Forlines’s Bloom Energy BE Stock Holding History

Donoghue Forlines’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 Q1	–	Sell	-22,627	Closed	-$1.97M	–	125
2025 Q4	$1.97M	Buy	+22,627	New	+$2.38M	0.61%	56

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Donoghue Forlines's BE Position: Q1 2026 in Review

Donoghue Forlines sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 22,627 shares — an estimated $1.97M sold.

Donoghue Forlines first reported a position in BE in Q4 2025 and held it in 1 quarter. The position peaked at $1.97M in Q4 2025. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Donoghue Forlines reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
Donoghue Forlines sold 22,627 Bloom Energy shares in Q1 2026, an estimated $1.97M.
Donoghue Forlines first reported a position in Bloom Energy in Q4 2025 and held it in 1 quarter.
Donoghue Forlines's Bloom Energy position peaked at $1.97M in Q4 2025.
979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.