EWA LLC’s Bloom Energy BE Stock Holding History

EWA LLC’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	$607K	Sell	2,004 -13	-0.6%	-$3.33K	0.11%	114
2026 Q1	$273K	Buy	+2,017	New	+$296K	0.06%	184

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

EWA LLC's BE Position: Q2 2026 in Review

EWA LLC reduced its Bloom Energy (BE) stake by 0.64% in Q2 2026, selling an estimated $3.33K and leaving 2,004 shares worth $607K. The position accounts for 0.11% of the portfolio, ranked #114.

EWA LLC first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

EWA LLC held 2,004 shares of Bloom Energy worth $607K as of Q2 2026.
EWA LLC sold 13 Bloom Energy shares in Q2 2026, an estimated $3.33K.
Bloom Energy made up 0.11% of EWA LLC's portfolio in Q2 2026, its #114 holding.
EWA LLC first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.