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Fidelis Capital Partners’s Bloom Energy BE Stock Holding History

Fidelis Capital Partners’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 		$3.08M Buy
10,180
+1,616
+19% +$414K 0.18% 101
2026
Q1 		$1.16M Buy
+8,564
New +$1.26M 0.08% 192

Other funds holding BE

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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

Fidelis Capital Partners's BE Position: Q2 2026 in Review

Fidelis Capital Partners increased its Bloom Energy (BE) stake by 19% in Q2 2026, buying an estimated $414K and bringing the position to 10,180 shares worth $3.08M. The position accounts for 0.18% of the portfolio, ranked #101.

Fidelis Capital Partners 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.

  • Fidelis Capital Partners held 10,180 shares of Bloom Energy worth $3.08M as of Q2 2026.
  • Fidelis Capital Partners bought 1,616 Bloom Energy shares in Q2 2026, an estimated $414K.
  • Bloom Energy made up 0.18% of Fidelis Capital Partners's portfolio in Q2 2026, its #101 holding.
  • Fidelis Capital Partners 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 Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.