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Holderness Investments Company’s Bloom Energy BE Stock Holding History

Holderness Investments Company’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 		$955K Buy
3,155
+289
+10% +$74K 0.16% 121
2026
Q1 		$388K Buy
+2,866
New +$421K 0.08% 182

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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

Holderness Investments Company's BE Position: Q2 2026 in Review

Holderness Investments Company increased its Bloom Energy (BE) stake by 10% in Q2 2026, buying an estimated $74K and bringing the position to 3,155 shares worth $955K. The position accounts for 0.16% of the portfolio, ranked #121.

Holderness Investments Company 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.

  • Holderness Investments Company held 3,155 shares of Bloom Energy worth $955K as of Q2 2026.
  • Holderness Investments Company bought 289 Bloom Energy shares in Q2 2026, an estimated $74K.
  • Bloom Energy made up 0.16% of Holderness Investments Company's portfolio in Q2 2026, its #121 holding.
  • Holderness Investments Company 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 Holderness Investments Company's 13F filing for Q2 2026, filed 12 Aug 2026.