DWT
BE icon

Dorsey & Whitney Trust’s Bloom Energy BE Stock Holding History

Dorsey & Whitney 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
Q1 		$367K Sell
2,706
-2,514
-48% -$369K 0.02% 505
2025
Q4 		$454K Sell
5,220
-2,387
-31% -$251K 0.02% 453
2025
Q3 		$643K Sell
7,607
-793
-9% -$36.8K 0.03% 365
2025
Q2 		$201K Buy
+8,400
New +$163K 0.01% 658

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Dorsey & Whitney Trust's BE Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its Bloom Energy (BE) stake by 48% in Q1 2026, selling an estimated $369K and leaving 2,706 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #505.

Dorsey & Whitney Trust first reported a position in BE in Q2 2025 and has held it in 4 quarters since. The position peaked at $643K in Q3 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Dorsey & Whitney Trust held 2,706 shares of Bloom Energy worth $367K as of Q1 2026.
  • Dorsey & Whitney Trust sold 2,514 Bloom Energy shares in Q1 2026, an estimated $369K.
  • Bloom Energy made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #505 holding.
  • Dorsey & Whitney Trust first reported a position in Bloom Energy in Q2 2025 and has held it in 4 quarters since.
  • Dorsey & Whitney Trust's Bloom Energy position peaked at $643K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.