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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
Q2 		$818K Sell
2,701
-5
-0.2% -$1.28K 0.04% 347
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 $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

Dorsey & Whitney Trust's BE Position: Q2 2026 in Review

Dorsey & Whitney Trust reduced its Bloom Energy (BE) stake by 0.18% in Q2 2026, selling an estimated $1.28K and leaving 2,701 shares worth $818K. The position accounts for 0.04% of the portfolio, ranked #347.

Dorsey & Whitney Trust first reported a position in BE in Q2 2025 and has held it in 5 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Dorsey & Whitney Trust held 2,701 shares of Bloom Energy worth $818K as of Q2 2026.
  • Dorsey & Whitney Trust sold 5 Bloom Energy shares in Q2 2026, an estimated $1.28K.
  • Bloom Energy made up 0.04% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #347 holding.
  • Dorsey & Whitney Trust first reported a position in Bloom Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.