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IFC & Insurance Marketing’s Bloom Energy BE Stock Holding History

IFC & Insurance Marketing’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 		$341K Buy
+1,125
New +$288K 0.3% 48
2026
Q1 		– Sell
-940
Closed -$82K – 124
2025
Q4 		$82K Buy
+940
New +$98.8K 0.08% 126

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

IFC & Insurance Marketing's BE Position: Q2 2026 in Review

IFC & Insurance Marketing opened a new position in Bloom Energy (BE) in Q2 2026: 1,125 shares worth $341K. The stake represents 0.3% of the portfolio and ranks #48 among its holdings. This is a return to the name: IFC & Insurance Marketing previously reported a position in BE as recently as Q4 2025.

IFC & Insurance Marketing first reported a position in BE in Q4 2025 and has held it in 2 quarters since. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • IFC & Insurance Marketing held 1,125 shares of Bloom Energy worth $341K as of Q2 2026.
  • Bloom Energy was a new IFC & Insurance Marketing position in Q2 2026.
  • Bloom Energy made up 0.3% of IFC & Insurance Marketing's portfolio in Q2 2026, its #48 holding.
  • IFC & Insurance Marketing first reported a position in Bloom Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.