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 Q2	$7.57M	Sell	25,000 -7,000	-22%	-$1.79M	12.1%	2
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 $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

Firsthand Capital Management's BE Position: Q2 2026 in Review

Firsthand Capital Management reduced its Bloom Energy (BE) stake by 22% in Q2 2026, selling an estimated $1.79M and leaving 25,000 shares worth $7.57M. The position accounts for 12.1% of the portfolio, ranked #2.

Firsthand Capital Management first reported a position in BE in Q4 2024 and has held it in 7 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Firsthand Capital Management held 25,000 shares of Bloom Energy worth $7.57M as of Q2 2026.
Firsthand Capital Management sold 7,000 Bloom Energy shares in Q2 2026, an estimated $1.79M.
Bloom Energy made up 12.1% of Firsthand Capital Management's portfolio in Q2 2026, its #2 holding.
Firsthand Capital Management first reported a position in Bloom Energy in Q4 2024 and has held it in 7 quarters since.
1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Firsthand Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.