FLC Capital Advisors’s Bloom Energy BE Stock Holding History

FLC Capital Advisors’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	$282K	Buy	+932	New	+$239K	0.05%	189
2022 Q3	–	Sell	-17,576	Closed	-$290K	–	155
2022 Q2	$290K	Hold	17,576	–	–	0.1%	122
2022 Q1	$424K	Buy	17,576 +2,000	+13%	+$39.1K	0.12%	114
2021 Q4	$342K	Sell	15,576 -3,800	-20%	-$96.1K	0.1%	131
2021 Q3	$363K	Buy	19,376 +1,084	+6%	+$22.9K	0.11%	132
2021 Q2	$492K	Buy	18,292 +1,000	+6%	+$24.3K	0.14%	112
2021 Q1	$468K	Buy	17,292 +4,200	+32%	+$137K	0.15%	108
2020 Q4	$375K	Sell	13,092 -2,650	-17%	-$56.6K	0.12%	109
2020 Q3	$286K	Buy	15,742 +842	+6%	+$12.6K	0.1%	111
2020 Q2	$176K	Buy	14,900 +950	+7%	+$7.42K	0.07%	117
2020 Q1	$69K	Sell	13,950 -2,000	-13%	-$17K	0.03%	118
2019 Q4	$119K	Buy	15,950 +3,650	+30%	+$17.7K	0.05%	123
2019 Q3	$40K	Buy	+12,300	New	+$92K	0.02%	128

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

FLC Capital Advisors's BE Position: Q2 2026 in Review

FLC Capital Advisors opened a new position in Bloom Energy (BE) in Q2 2026: 932 shares worth $282K. The stake represents 0.05% of the portfolio and ranks #189 among its holdings. This is a return to the name: FLC Capital Advisors previously reported a position in BE as recently as Q2 2022.

FLC Capital Advisors first reported a position in BE in Q3 2019 and has held it in 13 quarters since. The position peaked at $492K in Q2 2021. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

FLC Capital Advisors held 932 shares of Bloom Energy worth $282K as of Q2 2026.
Bloom Energy was a new FLC Capital Advisors position in Q2 2026.
Bloom Energy made up 0.05% of FLC Capital Advisors's portfolio in Q2 2026, its #189 holding.
FLC Capital Advisors first reported a position in Bloom Energy in Q3 2019 and has held it in 13 quarters since.
FLC Capital Advisors's Bloom Energy position peaked at $492K in Q2 2021.
1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.