Harbor Investment Advisory’s Bloom Energy BE Stock Holding History

Harbor Investment Advisory’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	$194K	Buy	+640	New	+$164K	0.01%	423
2022 Q3	–	Sell	-200	Closed	-$4.51K	–	1328
2022 Q2	$3K	Buy	+200	New	+$3.66K	﹤0.01%	1188
2021 Q2	–	Sell	-250	Closed	-$7K	–	1253
2021 Q1	$7K	Buy	+250	New	+$8.15K	﹤0.01%	1037

Other funds holding BE

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Harbor Investment Advisory's BE Position: Q2 2026 in Review

Harbor Investment Advisory opened a new position in Bloom Energy (BE) in Q2 2026: 640 shares worth $194K. The stake represents 0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in BE as recently as Q2 2022.

Harbor Investment Advisory first reported a position in BE in Q1 2021 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Harbor Investment Advisory held 640 shares of Bloom Energy worth $194K as of Q2 2026.
Bloom Energy was a new Harbor Investment Advisory position in Q2 2026.
Bloom Energy made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #423 holding.
Harbor Investment Advisory first reported a position in Bloom Energy in Q1 2021 and has held it in 3 quarters since.
154 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.