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KMG Fiduciary Partners’s Bloom Energy BE Stock Holding History

KMG Fiduciary 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
Q2 		$913K Sell
3,017
-890
-23% -$228K 0.08% 127
2026
Q1 		$529K Sell
3,907
-350
-8% -$51.4K 0.04% 200
2025
Q4 		$370K Sell
4,257
-980
-19% -$103K 0.03% 217
2025
Q3 		$443K Buy
+5,237
New +$243K 0.03% 240

Other funds holding BE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

KMG Fiduciary Partners's BE Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Bloom Energy (BE) stake by 23% in Q2 2026, selling an estimated $228K and leaving 3,017 shares worth $913K. The position accounts for 0.08% of the portfolio, ranked #127.

KMG Fiduciary Partners first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • KMG Fiduciary Partners held 3,017 shares of Bloom Energy worth $913K as of Q2 2026.
  • KMG Fiduciary Partners sold 890 Bloom Energy shares in Q2 2026, an estimated $228K.
  • Bloom Energy made up 0.08% of KMG Fiduciary Partners's portfolio in Q2 2026, its #127 holding.
  • KMG Fiduciary Partners first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 138 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.