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JT Stratford LLC’s Bloom Energy BE Stock Holding History

JT Stratford LLC’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 		$6.24M Buy
20,602
+1,078
+6% +$276K 0.68% 32
2026
Q1 		$2.65M Sell
19,524
-5,467
-22% -$802K 0.34% 69
2025
Q4 		$2.17M Sell
24,991
-27,112
-52% -$2.85M 0.28% 82
2025
Q3 		$4.41M Buy
52,103
+21,918
+73% +$1.02M 0.59% 38
2025
Q2 		$722K Buy
+30,185
New +$584K 0.11% 167

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

JT Stratford LLC's BE Position: Q2 2026 in Review

JT Stratford LLC increased its Bloom Energy (BE) stake by 5.5% in Q2 2026, buying an estimated $276K and bringing the position to 20,602 shares worth $6.24M. The position accounts for 0.68% of the portfolio, ranked #32.

JT Stratford LLC first reported a position in BE in Q2 2025 and has held it in 5 quarters since. 1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • JT Stratford LLC held 20,602 shares of Bloom Energy worth $6.24M as of Q2 2026.
  • JT Stratford LLC bought 1,078 Bloom Energy shares in Q2 2026, an estimated $276K.
  • Bloom Energy made up 0.68% of JT Stratford LLC's portfolio in Q2 2026, its #32 holding.
  • JT Stratford LLC first reported a position in Bloom Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.