First Foundation Advisors’s Bloom Energy BE Stock Holding History

First Foundation Advisors’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	$5.3M	Hold	17,500	–	–	0.19%	80
2026 Q1	$2.37M	Hold	17,500	–	–	0.1%	131
2025 Q4	$1.52M	Sell	17,500 -9,828	-36%	-$1.03M	0.06%	148
2025 Q3	$2.31M	Sell	27,328 -33,210	-55%	-$1.54M	0.09%	135
2025 Q2	$1.45M	Sell	60,538 -13,976	-19%	-$271K	0.05%	159
2025 Q1	$1.46M	Sell	74,514 -3,860	-5%	-$92.2K	0.06%	144
2024 Q4	$1.74M	Sell	78,374 -5,787	-7%	-$101K	0.07%	133
2024 Q3	$889K	Buy	84,161 +11,340	+16%	+$135K	0.03%	179
2024 Q2	$891K	Sell	72,821 -20,660	-22%	-$263K	0.03%	174
2024 Q1	$1.05M	Sell	93,481 -7,718	-8%	-$84.8K	0.04%	167
2023 Q4	$1.5M	Sell	101,199 -428	-0.4%	-$5.36K	0.07%	139
2023 Q3	$1.35M	Sell	101,627 -5,072	-5%	-$79.5K	0.06%	158
2023 Q2	$1.74M	Buy	106,699 +890	+0.8%	+$14.4K	0.08%	141
2023 Q1	$2.11M	Sell	105,809 -21	-0%	-$460	0.1%	125
2022 Q4	$2.02M	Buy	105,830 +2,686	+3%	+$52.8K	0.1%	122
2022 Q3	$2.06M	Buy	103,144 +1,080	+1%	+$24.3K	0.1%	117
2022 Q2	$1.68M	Buy	102,064 +44	+0%	+$806	0.07%	133
2022 Q1	$2.46M	Sell	102,020 -3,266	-3%	-$63.8K	0.09%	119
2021 Q4	$2.31M	Buy	105,286 +9	+0%	+$228	0.08%	124
2021 Q3	$1.97M	Buy	105,277 +230	+0.2%	+$4.87K	0.07%	132
2021 Q2	$2.82M	Buy	105,047 +2,891	+3%	+$70.1K	0.11%	115
2021 Q1	$2.76M	Sell	102,156 -31,859	-24%	-$1.04M	0.12%	106
2020 Q4	$3.84M	Hold	134,015	–	–	0.17%	82
2020 Q3	$2.41M	Hold	134,015	–	–	0.11%	106
2020 Q2	$1.46M	Hold	134,015	–	–	0.08%	143
2020 Q1	$701K	Buy	134,015 +45,333	+51%	+$384K	0.04%	192
2019 Q4	$662K	Sell	88,682 -65,584	-43%	-$318K	0.03%	212
2019 Q3	$501K	Buy	154,266 +50,000	+48%	+$374K	0.03%	228
2019 Q2	$1.28M	Buy	104,266 +58,348	+127%	+$716K	0.07%	152
2019 Q1	$593K	Buy	45,918 +27,918	+155%	+$341K	0.04%	201
2018 Q4	$180K	Buy	+18,000	New	+$348K	0.01%	356

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

First Foundation Advisors's BE Position: Q2 2026 in Review

First Foundation Advisors held its Bloom Energy (BE) position steady in Q2 2026 at 17,500 shares worth $5.3M. The position accounts for 0.19% of the portfolio, ranked #80.

First Foundation Advisors first reported a position in BE in Q4 2018 and has held it in 31 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

First Foundation Advisors held 17,500 shares of Bloom Energy worth $5.3M as of Q2 2026.
First Foundation Advisors left its Bloom Energy share count unchanged in Q2 2026.
Bloom Energy made up 0.19% of First Foundation Advisors's portfolio in Q2 2026, its #80 holding.
First Foundation Advisors first reported a position in Bloom Energy in Q4 2018 and has held it in 31 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.