Family CFO’s Bloom Energy BE Stock Holding History

Family CFO’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	$20.6M	Sell	68,000 -9,353	-12%	-$2.4M	7.92%	4
2026 Q1	$10.5M	Sell	77,353 -6,510	-8%	-$955K	4.69%	7
2025 Q4	$7.29M	Sell	83,863 -20,310	-19%	-$2.13M	3.26%	10
2025 Q3	$8.81M	Sell	104,173 -37,000	-26%	-$1.72M	4.06%	9
2025 Q2	$3.38M	Sell	141,173 -6,000	-4%	-$116K	1.69%	13
2025 Q1	$2.89M	Sell	147,173 -16,000	-10%	-$382K	1.59%	13
2024 Q4	$3.62M	Sell	163,173 -26,000	-14%	-$456K	2%	12
2024 Q3	$2M	Buy	189,173 +666	+0.4%	+$7.9K	1.13%	15
2024 Q2	$2.31M	Sell	188,507 -12,666	-6%	-$161K	1.42%	14
2024 Q1	$2.26M	Sell	201,173 -6,000	-3%	-$66K	1.4%	14
2023 Q4	$3.07M	Sell	207,173 -6,000	-3%	-$75.1K	1.98%	13
2023 Q3	$2.83M	Sell	213,173 -29,272	-12%	-$459K	2.03%	13
2023 Q2	$3.96M	Buy	242,445 +187,752	+343%	+$3.03M	2.8%	10
2023 Q1	$1.09M	Sell	54,693 -30,000	-35%	-$657K	0.83%	19
2022 Q4	$1.62M	Buy	+84,693	New	+$1.66M	1.45%	14

Other funds holding BE

ECP

Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Family CFO's BE Position: Q2 2026 in Review

Family CFO reduced its Bloom Energy (BE) stake by 12% in Q2 2026, selling an estimated $2.4M and leaving 68,000 shares worth $20.6M. The position accounts for 7.92% of the portfolio, ranked #4.

Family CFO first reported a position in BE in Q4 2022 and has held it in 15 quarters since. 468 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Family CFO held 68,000 shares of Bloom Energy worth $20.6M as of Q2 2026.
Family CFO sold 9,353 Bloom Energy shares in Q2 2026, an estimated $2.4M.
Bloom Energy made up 7.92% of Family CFO's portfolio in Q2 2026, its #4 holding.
Family CFO first reported a position in Bloom Energy in Q4 2022 and has held it in 15 quarters since.
468 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Family CFO's 13F filing for Q2 2026, filed 20 Jul 2026.