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F/M Investments’s Bloom Energy BE Stock Holding History

F/M Investments’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
-4,948
-81% -$1.27M 0.02% 302
2026
Q1 		$824K Buy
6,083
+777
+15% +$114K 0.05% 186
2025
Q4 		$461K Buy
+5,306
New +$558K 0.02% 341

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 $3.37T AUM 44.26% 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

F/M Investments's BE Position: Q2 2026 in Review

F/M Investments reduced its Bloom Energy (BE) stake by 81% in Q2 2026, selling an estimated $1.27M and leaving 1,135 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #302.

F/M Investments first reported a position in BE in Q4 2025 and has held it in 3 quarters since. The position peaked at $824K in Q1 2026. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • F/M Investments held 1,135 shares of Bloom Energy worth $344K as of Q2 2026.
  • F/M Investments sold 4,948 Bloom Energy shares in Q2 2026, an estimated $1.27M.
  • Bloom Energy made up 0.02% of F/M Investments's portfolio in Q2 2026, its #302 holding.
  • F/M Investments first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • F/M Investments's Bloom Energy position peaked at $824K in Q1 2026.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.