Halter Ferguson Financial’s Bloom Energy BE Stock Holding History

Halter Ferguson Financial’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 Q1	–	Sell	-160,056	Closed	-$13.9M	–	39
2025 Q4	$13.9M	Buy	160,056 +156,810	+4,831%	+$16.5M	3.06%	6
2025 Q3	$275K	Sell	3,246 -409,348	-99%	-$19M	0.06%	31
2025 Q2	$9.87M	Buy	+412,594	New	+$7.99M	3.43%	6
2024 Q1	–	Sell	-461,930	Closed	-$6.84M	–	30
2023 Q4	$6.84M	Buy	+461,930	New	+$5.78M	4.36%	6

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Halter Ferguson Financial's BE Position: Q1 2026 in Review

Halter Ferguson Financial sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 160,056 shares — an estimated $13.9M sold.

Halter Ferguson Financial first reported a position in BE in Q4 2023 and held it in 4 quarters. The position peaked at $13.9M in Q4 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Halter Ferguson Financial reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
Halter Ferguson Financial sold 160,056 Bloom Energy shares in Q1 2026, an estimated $13.9M.
Halter Ferguson Financial first reported a position in Bloom Energy in Q4 2023 and held it in 4 quarters.
Halter Ferguson Financial's Bloom Energy position peaked at $13.9M in Q4 2025.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Halter Ferguson Financial's 13F filing for Q1 2026, filed 28 Apr 2026.