First National Trust’s Bloom Energy BE Stock Holding History

First National Trust’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	$999K	Hold	3,300	–	–	0.03%	228
2026 Q1	$447K	Sell	3,300 -2,000	-38%	-$294K	0.02%	313
2025 Q4	$461K	Sell	5,300 -743	-12%	-$78.1K	0.02%	301
2025 Q3	$511K	Buy	+6,043	New	+$281K	0.02%	294

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 National Trust's BE Position: Q2 2026 in Review

First National Trust held its Bloom Energy (BE) position steady in Q2 2026 at 3,300 shares worth $999K. The position accounts for 0.03% of the portfolio, ranked #228.

First National Trust first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

First National Trust held 3,300 shares of Bloom Energy worth $999K as of Q2 2026.
First National Trust left its Bloom Energy share count unchanged in Q2 2026.
Bloom Energy made up 0.03% of First National Trust's portfolio in Q2 2026, its #228 holding.
First National Trust first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.