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Fulcrum Asset Management’s Bloom Energy BE Stock Holding History

Fulcrum 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 		$1.56M Buy
+5,678
New +$1.45M 0.16% 169
2021
Q4 		– Hold
0
– – – 206
2020
Q3 		– Hold
0
– – – 92

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

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

Fulcrum Asset Management opened a new position in Bloom Energy (BE) in Q2 2026: 5,678 shares worth $1.56M. The stake represents 0.16% of the portfolio and ranks #169 among its holdings.

1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Fulcrum Asset Management held 5,678 shares of Bloom Energy worth $1.56M as of Q2 2026.
  • Bloom Energy was a new Fulcrum Asset Management position in Q2 2026.
  • Bloom Energy made up 0.16% of Fulcrum Asset Management's portfolio in Q2 2026, its #169 holding.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.