Gilbert & Cook’s Bloom Energy BE Stock Holding History

Gilbert & Cook’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	$782K	Buy	2,583 +17	+0.7%	+$4.36K	0.09%	116
2026 Q1	$348K	Buy	+2,566	New	+$377K	0.04%	176

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

Gilbert & Cook's BE Position: Q2 2026 in Review

Gilbert & Cook increased its Bloom Energy (BE) stake by 0.66% in Q2 2026, buying an estimated $4.36K and bringing the position to 2,583 shares worth $782K. The position accounts for 0.09% of the portfolio, ranked #116.

Gilbert & Cook first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Gilbert & Cook held 2,583 shares of Bloom Energy worth $782K as of Q2 2026.
Gilbert & Cook bought 17 Bloom Energy shares in Q2 2026, an estimated $4.36K.
Bloom Energy made up 0.09% of Gilbert & Cook's portfolio in Q2 2026, its #116 holding.
Gilbert & Cook first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.