Knuff & Co’s Bloom Energy BE Stock Holding History

Knuff & Co’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	$774K	Buy	2,557 +1,692	+196%	+$433K	0.2%	60
2026 Q1	$117K	Buy	+865	New	+$127K	0.04%	101

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

Knuff & Co's BE Position: Q2 2026 in Review

Knuff & Co increased its Bloom Energy (BE) stake by 196% in Q2 2026, buying an estimated $433K and bringing the position to 2,557 shares worth $774K. The position accounts for 0.2% of the portfolio, ranked #60.

Knuff & Co first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Knuff & Co held 2,557 shares of Bloom Energy worth $774K as of Q2 2026.
Knuff & Co bought 1,692 Bloom Energy shares in Q2 2026, an estimated $433K.
Bloom Energy made up 0.2% of Knuff & Co's portfolio in Q2 2026, its #60 holding.
Knuff & Co first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Knuff & Co's 13F filing for Q2 2026, filed 10 Aug 2026.