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FORA Capital’s Bloom Energy BE Stock Holding History

FORA Capital’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
-32,325
Closed -$4.38M – 379
2026
Q1 		$4.38M Sell
32,325
-64,710
-67% -$9.5M 0.32% 95
2025
Q4 		$8.43M Buy
97,035
+69,354
+251% +$7.29M 1.02% 20
2025
Q3 		$2.34M Buy
27,681
+6,344
+30% +$295K 0.41% 52
2025
Q2 		$510K Buy
+21,337
New +$413K 0.06% 329
2021
Q3 		– Sell
-873
Closed -$23K – 406
2021
Q2 		$23K Buy
+873
New +$21.2K ﹤0.01% 815

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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

FORA Capital's BE Position: Q2 2026 in Review

FORA Capital sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 32,325 shares — an estimated $4.38M sold.

FORA Capital first reported a position in BE in Q2 2021 and held it in 5 quarters. The position peaked at $8.43M in Q4 2025. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • FORA Capital reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
  • FORA Capital sold 32,325 Bloom Energy shares in Q2 2026, an estimated $4.38M.
  • FORA Capital first reported a position in Bloom Energy in Q2 2021 and held it in 5 quarters.
  • FORA Capital's Bloom Energy position peaked at $8.43M in Q4 2025.
  • 1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.