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Hel Ved Capital Management’s Bloom Energy BE Stock Holding History

Hel Ved Capital Management’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 		$5.75M Buy
+19,000
New +$4.87M 0.42% 43
2026
Q1 		– Sell
-15,850
Closed -$1.38M – 59
2025
Q4 		$1.38M Buy
+15,850
New +$1.67M 0.37% 46
2025
Q2 		– Sell
-98,400
Closed -$1.93M – 74
2025
Q1 		$1.93M Sell
98,400
-114,530
-54% -$2.73M 0.7% 32
2024
Q4 		$4.73M Sell
212,930
-211,470
-50% -$3.71M 1.38% 21
2024
Q3 		$4.48M Hold
424,400
– – 1.96% 15
2024
Q2 		$5.19M Buy
+424,400
New +$5.41M 1.42% 22

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
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

Hel Ved Capital Management's BE Position: Q2 2026 in Review

Hel Ved Capital Management opened a new position in Bloom Energy (BE) in Q2 2026: 19,000 shares worth $5.75M. The stake represents 0.42% of the portfolio and ranks #43 among its holdings. This is a return to the name: Hel Ved Capital Management previously reported a position in BE as recently as Q4 2025.

Hel Ved Capital Management first reported a position in BE in Q2 2024 and has held it in 6 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Hel Ved Capital Management held 19,000 shares of Bloom Energy worth $5.75M as of Q2 2026.
  • Bloom Energy was a new Hel Ved Capital Management position in Q2 2026.
  • Bloom Energy made up 0.42% of Hel Ved Capital Management's portfolio in Q2 2026, its #43 holding.
  • Hel Ved Capital Management first reported a position in Bloom Energy in Q2 2024 and has held it in 6 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Hel Ved Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.