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Flaharty Asset Management’s Bloom Energy BE Stock Holding History

Flaharty Asset 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 		– Sell
-3,900
Closed -$528K – 61
2026
Q1 		$528K Buy
3,900
+1,100
+39% +$161K 0.07% 83
2025
Q4 		$243K Buy
+2,800
New +$294K 0.03% 124

Other funds holding BE

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Ameriprise
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
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

Flaharty Asset Management's BE Position: Q2 2026 in Review

Flaharty Asset Management sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 3,900 shares — an estimated $528K sold.

Flaharty Asset Management first reported a position in BE in Q4 2025 and held it in 2 quarters. The position peaked at $528K in Q1 2026. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Flaharty Asset Management reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
  • Flaharty Asset Management sold 3,900 Bloom Energy shares in Q2 2026, an estimated $528K.
  • Flaharty Asset Management first reported a position in Bloom Energy in Q4 2025 and held it in 2 quarters.
  • Flaharty Asset Management's Bloom Energy position peaked at $528K in Q1 2026.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.