Emerald Mutual Fund Advisers Trust’s Bloom Energy BE Stock Holding History

Emerald Mutual Fund Advisers 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	$344K	Sell	1,135 -351,043	-100%	-$89.9M	0.01%	185
2026 Q1	$47.7M	Buy	352,178 +777	+0.2%	+$114K	2.31%	4
2025 Q4	$30.5M	Sell	351,401 -58,034	-14%	-$6.1M	1.49%	11
2025 Q3	$34.6M	Buy	409,435 +197,433	+93%	+$9.17M	1.79%	9
2025 Q2	$5.07M	Sell	212,002 -172	-0.1%	-$3.33K	0.31%	100
2025 Q1	$4.17M	Sell	212,174 -2,474	-1%	-$59.1K	0.3%	98
2024 Q4	$4.77M	Buy	214,648 +207,598	+2,945%	+$3.64M	0.29%	95
2024 Q3	$74.4K	Buy	+7,050	New	+$83.6K	﹤0.01%	221

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

Emerald Mutual Fund Advisers Trust's BE Position: Q2 2026 in Review

Emerald Mutual Fund Advisers Trust reduced its Bloom Energy (BE) stake by 100% in Q2 2026, selling an estimated $89.9M and leaving 1,135 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #185.

Emerald Mutual Fund Advisers Trust first reported a position in BE in Q3 2024 and has held it in 8 quarters since. The position peaked at $47.7M in Q1 2026. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Emerald Mutual Fund Advisers Trust held 1,135 shares of Bloom Energy worth $344K as of Q2 2026.
Emerald Mutual Fund Advisers Trust sold 351,043 Bloom Energy shares in Q2 2026, an estimated $89.9M.
Bloom Energy made up 0.01% of Emerald Mutual Fund Advisers Trust's portfolio in Q2 2026, its #185 holding.
Emerald Mutual Fund Advisers Trust first reported a position in Bloom Energy in Q3 2024 and has held it in 8 quarters since.
Emerald Mutual Fund Advisers Trust's Bloom Energy position peaked at $47.7M in Q1 2026.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2026, filed 5 Aug 2026.