Hazlett, Burt & Watson’s Bloom Energy BE Stock Holding History

Hazlett, Burt & Watson’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	$16K	Hold	52	–	–	﹤0.01%	626
2026 Q1	$7K	Hold	52	–	–	﹤0.01%	732
2025 Q4	$4K	Buy	52 +13	+33%	+$1.37K	﹤0.01%	792
2025 Q3	$3K	Buy	+39	New	+$1.81K	﹤0.01%	772
2023 Q2	–	Sell	-6	Closed	–	–	670
2023 Q1	$0	Buy	+6	New	+$131	﹤0.01%	617

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

Hazlett, Burt & Watson's BE Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Bloom Energy (BE) position steady in Q2 2026 at 52 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Hazlett, Burt & Watson first reported a position in BE in Q1 2023 and has held it in 5 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Hazlett, Burt & Watson held 52 shares of Bloom Energy worth $16K as of Q2 2026.
Hazlett, Burt & Watson left its Bloom Energy share count unchanged in Q2 2026.
Bloom Energy made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #626 holding.
Hazlett, Burt & Watson first reported a position in Bloom Energy in Q1 2023 and has held it in 5 quarters since.
1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.