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Hoey Investments’s Bloom Energy BE Stock Holding History

Hoey Investments’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 		$10.6K Buy
+35
New +$8.97K ﹤0.01% 259
2025
Q2 		– Sell
-100
Closed -$1.97K – 414
2025
Q1 		$1.97K Hold
100
– – ﹤0.01% 303
2024
Q4 		$2.22K Hold
100
– – ﹤0.01% 290
2024
Q3 		$1.22K Hold
100
– – ﹤0.01% 323
2024
Q2 		$1.22K Hold
100
– – ﹤0.01% 323
2024
Q1 		$1.12K Hold
100
– – ﹤0.01% 311
2023
Q4 		$1.48K Buy
+100
New +$1.25K ﹤0.01% 308
2022
Q1 		– Sell
-1,100
Closed -$24K – 252
2021
Q4 		$24K Buy
+1,100
New +$27.8K 0.01% 134

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 $3.38T AUM 44.17% 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

Hoey Investments's BE Position: Q2 2026 in Review

Hoey Investments opened a new position in Bloom Energy (BE) in Q2 2026: 35 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #259 among its holdings. This is a return to the name: Hoey Investments previously reported a position in BE as recently as Q1 2025.

Hoey Investments first reported a position in BE in Q4 2021 and has held it in 8 quarters since. The position peaked at $24K in Q4 2021. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Hoey Investments held 35 shares of Bloom Energy worth $10.6K as of Q2 2026.
  • Bloom Energy was a new Hoey Investments position in Q2 2026.
  • Bloom Energy made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #259 holding.
  • Hoey Investments first reported a position in Bloom Energy in Q4 2021 and has held it in 8 quarters since.
  • Hoey Investments's Bloom Energy position peaked at $24K in Q4 2021.
  • 1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.