K.J. Harrison & Partners’s Bloom Energy BE Stock Holding History

K.J. Harrison & Partners’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 Q1	$948K	Sell	7,000 -10,000	-59%	-$1.47M	0.16%	140
2025 Q4	$1.48M	Sell	17,000 -22,000	-56%	-$2.31M	0.2%	118
2025 Q3	$3.43M	Buy	39,000 +19,000	+95%	+$882K	0.49%	61
2025 Q2	$478K	Buy	+20,000	New	+$387K	0.08%	157

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

K.J. Harrison & Partners's BE Position: Q1 2026 in Review

K.J. Harrison & Partners reduced its Bloom Energy (BE) stake by 59% in Q1 2026, selling an estimated $1.47M and leaving 7,000 shares worth $948K. The position accounts for 0.16% of the portfolio, ranked #140.

K.J. Harrison & Partners first reported a position in BE in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.43M in Q3 2025. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

K.J. Harrison & Partners held 7,000 shares of Bloom Energy worth $948K as of Q1 2026.
K.J. Harrison & Partners sold 10,000 Bloom Energy shares in Q1 2026, an estimated $1.47M.
Bloom Energy made up 0.16% of K.J. Harrison & Partners's portfolio in Q1 2026, its #140 holding.
K.J. Harrison & Partners first reported a position in Bloom Energy in Q2 2025 and has held it in 4 quarters since.
K.J. Harrison & Partners's Bloom Energy position peaked at $3.43M in Q3 2025.
979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.