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 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 $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

First National Trust's BE Position: Q1 2026 in Review

First National Trust reduced its Bloom Energy (BE) stake by 38% in Q1 2026, selling an estimated $294K and leaving 3,300 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #313.

First National Trust first reported a position in BE in Q3 2025 and has held it in 3 quarters since. The position peaked at $511K in Q3 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

First National Trust held 3,300 shares of Bloom Energy worth $447K as of Q1 2026.
First National Trust sold 2,000 Bloom Energy shares in Q1 2026, an estimated $294K.
Bloom Energy made up 0.02% of First National Trust's portfolio in Q1 2026, its #313 holding.
First National Trust first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
First National Trust's Bloom Energy position peaked at $511K in Q3 2025.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.