Everett Harris & Co’s Bloom Energy BE Stock Holding History

Everett Harris & Co’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	$745K	Hold	2,460	–	–	0.01%	178
2026 Q1	$333K	Hold	2,460	–	–	﹤0.01%	261
2025 Q4	$214K	Sell	2,460 -640	-21%	-$67.2K	﹤0.01%	314
2025 Q3	$262K	Buy	+3,100	New	+$144K	﹤0.01%	291

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

Everett Harris & Co's BE Position: Q2 2026 in Review

Everett Harris & Co held its Bloom Energy (BE) position steady in Q2 2026 at 2,460 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #178.

Everett Harris & Co first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Everett Harris & Co held 2,460 shares of Bloom Energy worth $745K as of Q2 2026.
Everett Harris & Co left its Bloom Energy share count unchanged in Q2 2026.
Bloom Energy made up 0.01% of Everett Harris & Co's portfolio in Q2 2026, its #178 holding.
Everett Harris & Co first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.