HIM
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Hillsdale Investment Management’s Bloom Energy BE Stock Holding History

Hillsdale Investment 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 		$436K Sell
1,440
-720
-33% -$184K 0.01% 453
2026
Q1 		$293K Buy
+2,160
New +$317K 0.01% 521

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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

Hillsdale Investment Management's BE Position: Q2 2026 in Review

Hillsdale Investment Management reduced its Bloom Energy (BE) stake by 33% in Q2 2026, selling an estimated $184K and leaving 1,440 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #453.

Hillsdale Investment Management first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Hillsdale Investment Management held 1,440 shares of Bloom Energy worth $436K as of Q2 2026.
  • Hillsdale Investment Management sold 720 Bloom Energy shares in Q2 2026, an estimated $184K.
  • Bloom Energy made up 0.01% of Hillsdale Investment Management's portfolio in Q2 2026, its #453 holding.
  • Hillsdale Investment Management first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.