Firsthand Capital Management’s Bloom Energy BE Stock Holding History

Firsthand Capital Management’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	$4.34M	Buy	32,000 +20,000	+167%	+$2.94M	9.25%	2
2025 Q4	$1.04M	Sell	12,000 -3,000	-20%	-$315K	1.94%	17
2025 Q3	$1.27M	Hold	15,000	–	–	2.13%	16
2025 Q2	$359K	Hold	15,000	–	–	0.65%	26
2025 Q1	$295K	Buy	15,000 +5,000	+50%	+$119K	0.71%	27
2024 Q4	$222K	Buy	+10,000	New	+$175K	0.46%	33

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

Firsthand Capital Management's BE Position: Q1 2026 in Review

Firsthand Capital Management increased its Bloom Energy (BE) stake by 167% in Q1 2026, buying an estimated $2.94M and bringing the position to 32,000 shares worth $4.34M. The position accounts for 9.25% of the portfolio, ranked #2.

Firsthand Capital Management first reported a position in BE in Q4 2024 and has held it in 6 quarters since. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Firsthand Capital Management held 32,000 shares of Bloom Energy worth $4.34M as of Q1 2026.
Firsthand Capital Management bought 20,000 Bloom Energy shares in Q1 2026, an estimated $2.94M.
Bloom Energy made up 9.25% of Firsthand Capital Management's portfolio in Q1 2026, its #2 holding.
Firsthand Capital Management first reported a position in Bloom Energy in Q4 2024 and has held it in 6 quarters since.
979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Firsthand Capital Management's 13F filing for Q1 2026, filed 14 May 2026.