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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's BE Position: Q1 2026 in Review

Emerald Mutual Fund Advisers Trust increased its Bloom Energy (BE) stake by 0.22% in Q1 2026, buying an estimated $114K and bringing the position to 352,178 shares worth $47.7M. The position accounts for 2.31% of the portfolio, ranked #4.

Emerald Mutual Fund Advisers Trust first reported a position in BE in Q3 2024 and has held it in 7 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Emerald Mutual Fund Advisers Trust held 352,178 shares of Bloom Energy worth $47.7M as of Q1 2026.
Emerald Mutual Fund Advisers Trust bought 777 Bloom Energy shares in Q1 2026, an estimated $114K.
Bloom Energy made up 2.31% of Emerald Mutual Fund Advisers Trust's portfolio in Q1 2026, its #4 holding.
Emerald Mutual Fund Advisers Trust first reported a position in Bloom Energy in Q3 2024 and has held it in 7 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2026, filed 4 May 2026.