Gruss & Co’s Bloom Energy BE Stock Holding History

Gruss & Co’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	$1.51M	Hold	5,000	–	–	3.71%	8
2026 Q1	$677K	Sell	5,000 -500	-9%	-$73.4K	1.58%	12
2025 Q4	$478K	Buy	5,500 +500	+10%	+$52.5K	1.05%	17
2025 Q3	$423K	Buy	+5,000	New	+$232K	1.1%	14
2024 Q4	–	Sell	-15,000	Closed	-$158K	–	24
2024 Q3	$158K	Buy	+15,000	New	+$178K	1.25%	19

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

Gruss & Co's BE Position: Q2 2026 in Review

Gruss & Co held its Bloom Energy (BE) position steady in Q2 2026 at 5,000 shares worth $1.51M. The position accounts for 3.71% of the portfolio, ranked #8.

Gruss & Co first reported a position in BE in Q3 2024 and has held it in 5 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Gruss & Co held 5,000 shares of Bloom Energy worth $1.51M as of Q2 2026.
Gruss & Co left its Bloom Energy share count unchanged in Q2 2026.
Bloom Energy made up 3.71% of Gruss & Co's portfolio in Q2 2026, its #8 holding.
Gruss & Co first reported a position in Bloom Energy in Q3 2024 and has held it in 5 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Gruss & Co's 13F filing for Q2 2026, filed 5 Aug 2026.