Kercheville Advisors’s Bloom Energy BE Stock Holding History

Kercheville Advisors’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	$5.68M	Sell	18,765 -13,090	-41%	-$3.35M	1.73%	20
2026 Q1	$4.32M	Sell	31,855 -16,360	-34%	-$2.4M	1.38%	22
2025 Q4	$7.02M	Buy	48,215 +18,015	+60%	+$1.89M	1.84%	19
2025 Q3	$2.55M	Buy	+30,200	New	+$1.4M	0.77%	30
2022 Q1	–	Sell	-18,150	Closed	-$398K	–	109
2021 Q4	$398K	Buy	18,150 +600	+3%	+$15.2K	0.17%	78
2021 Q3	$329K	Sell	17,550 -10,000	-36%	-$212K	0.16%	81
2021 Q2	$740K	Sell	27,550 -19,198	-41%	-$466K	0.34%	65
2021 Q1	$1.27M	Buy	46,748 +8,808	+23%	+$287K	0.64%	49
2020 Q4	$1.09M	Buy	+37,940	New	+$810K	0.6%	49

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Kercheville Advisors's BE Position: Q2 2026 in Review

Kercheville Advisors reduced its Bloom Energy (BE) stake by 41% in Q2 2026, selling an estimated $3.35M and leaving 18,765 shares worth $5.68M. The position accounts for 1.73% of the portfolio, ranked #20.

Kercheville Advisors first reported a position in BE in Q4 2020 and has held it in 9 quarters since. The position peaked at $7.02M in Q4 2025. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Kercheville Advisors held 18,765 shares of Bloom Energy worth $5.68M as of Q2 2026.
Kercheville Advisors sold 13,090 Bloom Energy shares in Q2 2026, an estimated $3.35M.
Bloom Energy made up 1.73% of Kercheville Advisors's portfolio in Q2 2026, its #20 holding.
Kercheville Advisors first reported a position in Bloom Energy in Q4 2020 and has held it in 9 quarters since.
Kercheville Advisors's Bloom Energy position peaked at $7.02M in Q4 2025.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.