Eagle Bay Advisors’s Bloom Energy BE Stock Holding History

Eagle Bay Advisors’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	$206K	Buy	+681	New	+$174K	0.15%	137
2025 Q1	–	Sell	-668	Closed	-$14.8K	–	208
2024 Q4	$14.8K	Hold	668	–	–	0.01%	512
2024 Q3	$7.05K	Hold	668	–	–	﹤0.01%	878
2024 Q2	$8.18K	Hold	668	–	–	0.01%	601
2024 Q1	$7.51K	Hold	668	–	–	﹤0.01%	634
2023 Q4	$9.89K	Hold	668	–	–	0.01%	530
2023 Q3	$8.86K	Hold	668	–	–	﹤0.01%	612
2023 Q2	$10.9K	Hold	668	–	–	0.01%	592
2023 Q1	$13.3K	Hold	668	–	–	0.01%	568
2022 Q4	$12.8K	Hold	668	–	–	0.01%	582
2022 Q3	$13K	Hold	668	–	–	0.01%	562
2022 Q2	$11K	Buy	+668	New	+$12.2K	0.01%	628
2022 Q1	–	Sell	-338	Closed	-$7K	–	362
2021 Q4	$7K	Buy	338 +111	+49%	+$2.81K	﹤0.01%	736
2021 Q3	$4K	Hold	227	–	–	﹤0.01%	844
2021 Q2	$7K	Buy	+227	New	+$5.5K	0.01%	711

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Eagle Bay Advisors's BE Position: Q2 2026 in Review

Eagle Bay Advisors opened a new position in Bloom Energy (BE) in Q2 2026: 681 shares worth $206K. The stake represents 0.15% of the portfolio and ranks #137 among its holdings. This is a return to the name: Eagle Bay Advisors previously reported a position in BE as recently as Q4 2024.

Eagle Bay Advisors first reported a position in BE in Q2 2021 and has held it in 15 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Eagle Bay Advisors held 681 shares of Bloom Energy worth $206K as of Q2 2026.
Bloom Energy was a new Eagle Bay Advisors position in Q2 2026.
Bloom Energy made up 0.15% of Eagle Bay Advisors's portfolio in Q2 2026, its #137 holding.
Eagle Bay Advisors first reported a position in Bloom Energy in Q2 2021 and has held it in 15 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Eagle Bay Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.