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Edmond de Rothschild Holding’s Bloom Energy BE Stock Holding History

Edmond de Rothschild Holding’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 		$405K Buy
+1,339
New +$343K 0.01% 389
2021
Q4 		– Sell
-1,050
Closed -$20K – 826
2021
Q3 		$20K Buy
+1,050
New +$22.2K ﹤0.01% 751

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

Edmond de Rothschild Holding's BE Position: Q2 2026 in Review

Edmond de Rothschild Holding opened a new position in Bloom Energy (BE) in Q2 2026: 1,339 shares worth $405K. The stake represents 0.01% of the portfolio and ranks #389 among its holdings. This is a return to the name: Edmond de Rothschild Holding previously reported a position in BE as recently as Q3 2021.

Edmond de Rothschild Holding first reported a position in BE in Q3 2021 and has held it in 2 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Edmond de Rothschild Holding held 1,339 shares of Bloom Energy worth $405K as of Q2 2026.
  • Bloom Energy was a new Edmond de Rothschild Holding position in Q2 2026.
  • Bloom Energy made up 0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #389 holding.
  • Edmond de Rothschild Holding first reported a position in Bloom Energy in Q3 2021 and has held it in 2 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.