Fox Run Management’s Bloom Energy BE Stock Holding History

Fox Run 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	$442K	Sell	1,460 -1,165	-44%	-$298K	0.07%	531
2026 Q1	$314K	Buy	+2,625	New	+$385K	0.05%	610
2025 Q4	–	Sell	-3,924	Closed	-$332K	–	918
2025 Q3	$332K	Buy	+3,924	New	+$182K	0.05%	650
2024 Q1	–	Sell	-29,971	Closed	-$444K	–	760
2023 Q4	$444K	Buy	+29,971	New	+$375K	0.11%	348
2023 Q1	–	Sell	-31,384	Closed	-$600K	–	664
2022 Q4	$600K	Buy	+31,384	New	+$616K	0.24%	116
2022 Q3	–	Sell	-11,872	Closed	-$196K	–	604
2022 Q2	$196K	Buy	+11,872	New	+$217K	0.1%	418
2022 Q1	–	Sell	-22,470	Closed	-$493K	–	502
2021 Q4	$493K	Buy	+22,470	New	+$568K	0.29%	88
2021 Q1	–	Sell	-8,115	Closed	-$233K	–	213
2020 Q4	$233K	Buy	+8,115	New	+$173K	0.47%	108

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

Fox Run Management's BE Position: Q2 2026 in Review

Fox Run Management reduced its Bloom Energy (BE) stake by 44% in Q2 2026, selling an estimated $298K and leaving 1,460 shares worth $442K. The position accounts for 0.07% of the portfolio, ranked #531.

Fox Run Management first reported a position in BE in Q4 2020 and has held it in 8 quarters since. The position peaked at $600K in Q4 2022. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Fox Run Management held 1,460 shares of Bloom Energy worth $442K as of Q2 2026.
Fox Run Management sold 1,165 Bloom Energy shares in Q2 2026, an estimated $298K.
Bloom Energy made up 0.07% of Fox Run Management's portfolio in Q2 2026, its #531 holding.
Fox Run Management first reported a position in Bloom Energy in Q4 2020 and has held it in 8 quarters since.
Fox Run Management's Bloom Energy position peaked at $600K in Q4 2022.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.