Fortitude Family Office’s Bloom Energy BE Stock Holding History

Fortitude Family Office’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	$76.9K	Buy	254 +150	+144%	+$38.4K	0.01%	210
2026 Q1	$14.1K	Buy	104 +55	+112%	+$8.07K	﹤0.01%	537
2025 Q4	$4.26K	Buy	49 +6	+14%	+$630	﹤0.01%	871
2025 Q3	$3.64K	Hold	43	–	–	﹤0.01%	938
2025 Q2	$1.03K	Buy	+43	New	+$833	﹤0.01%	1488

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 $3.38T AUM 44.17% 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

Fortitude Family Office's BE Position: Q2 2026 in Review

Fortitude Family Office increased its Bloom Energy (BE) stake by 144% in Q2 2026, buying an estimated $38.4K and bringing the position to 254 shares worth $76.9K. The position accounts for 0.01% of the portfolio, ranked #210.

Fortitude Family Office first reported a position in BE in Q2 2025 and has held it in 5 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Fortitude Family Office held 254 shares of Bloom Energy worth $76.9K as of Q2 2026.
Fortitude Family Office bought 150 Bloom Energy shares in Q2 2026, an estimated $38.4K.
Bloom Energy made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #210 holding.
Fortitude Family Office first reported a position in Bloom Energy in Q2 2025 and has held it in 5 quarters since.
1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.