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John G. Ullman & Associates’s Bloom Energy BE Stock Holding History

John G. Ullman & Associates’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 		$14.9M Sell
49,359
-76,303
-61% -$19.5M 1.81% 9
2026
Q1 		$17M Sell
125,662
-7,113
-5% -$1.04M 2.26% 9
2025
Q4 		$11.5M Sell
132,775
-92,408
-41% -$9.71M 1.54% 15
2025
Q3 		$19M Sell
225,183
-57,517
-20% -$2.67M 2.56% 9
2025
Q2 		$6.76M Sell
282,700
-1,800
-0.6% -$34.8K 1% 29
2025
Q1 		$5.59M Sell
284,500
-2,700
-0.9% -$64.5K 0.86% 38
2024
Q4 		$6.38M Buy
287,200
+19,200
+7% +$337K 0.94% 30
2024
Q3 		$2.83M Buy
268,000
+83,600
+45% +$992K 0.41% 73
2024
Q2 		$2.26M Buy
184,400
+156,700
+566% +$2M 0.34% 82
2024
Q1 		$311K Sell
27,700
-53,500
-66% -$588K 0.05% 144
2023
Q4 		$1.2M Buy
81,200
+29,350
+57% +$367K 0.19% 90
2023
Q3 		$688K Buy
51,850
+6,360
+14% +$99.7K 0.11% 109
2023
Q2 		$744K Sell
45,490
-20,100
-31% -$325K 0.11% 109
2023
Q1 		$1.31M Sell
65,590
-1,600
-2% -$35K 0.2% 89
2022
Q4 		$1.28M Sell
67,190
-6,000
-8% -$118K 0.2% 84
2022
Q3 		$1.46M Sell
73,190
-7,400
-9% -$167K 0.26% 80
2022
Q2 		$1.33M Sell
80,590
-2,900
-3% -$53.1K 0.21% 83
2022
Q1 		$2.02M Sell
83,490
-15,000
-15% -$293K 0.28% 73
2021
Q4 		$2.16M Buy
98,490
+1,790
+2% +$45.3K 0.3% 70
2021
Q3 		$1.81M Buy
+96,700
New +$2.05M 0.25% 73

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

John G. Ullman & Associates's BE Position: Q2 2026 in Review

John G. Ullman & Associates reduced its Bloom Energy (BE) stake by 61% in Q2 2026, selling an estimated $19.5M and leaving 49,359 shares worth $14.9M. The position accounts for 1.81% of the portfolio, ranked #9.

John G. Ullman & Associates first reported a position in BE in Q3 2021 and has held it in 20 quarters since. The position peaked at $19M in Q3 2025. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • John G. Ullman & Associates held 49,359 shares of Bloom Energy worth $14.9M as of Q2 2026.
  • John G. Ullman & Associates sold 76,303 Bloom Energy shares in Q2 2026, an estimated $19.5M.
  • Bloom Energy made up 1.81% of John G. Ullman & Associates's portfolio in Q2 2026, its #9 holding.
  • John G. Ullman & Associates first reported a position in Bloom Energy in Q3 2021 and has held it in 20 quarters since.
  • John G. Ullman & Associates's Bloom Energy position peaked at $19M in Q3 2025.
  • 1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on John G. Ullman & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.