Kovitz Investment Group Partners
BE icon

Kovitz Investment Group Partners’s Bloom Energy BE Stock Holding History

Kovitz Investment Group 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 		$2.98M Hold
22,016
– – 0.07% 181
2025
Q4 		$1.91M Buy
+22,016
New +$2.31M 0.04% 238
2024
Q4 		– Sell
-36,353
Closed -$374K – 1228
2024
Q3 		$374K Buy
36,353
+1,349
+4% +$16K ﹤0.01% 817
2024
Q2 		$428K Sell
35,004
-1,492
-4% -$19K ﹤0.01% 675
2024
Q1 		$410K Buy
+36,496
New +$401K 0.01% 537

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kovitz Investment Group Partners's BE Position: Q1 2026 in Review

Kovitz Investment Group Partners held its Bloom Energy (BE) position steady in Q1 2026 at 22,016 shares worth $2.98M. The position accounts for 0.07% of the portfolio, ranked #181.

Kovitz Investment Group Partners first reported a position in BE in Q1 2024 and has held it in 5 quarters since. 981 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Kovitz Investment Group Partners held 22,016 shares of Bloom Energy worth $2.98M as of Q1 2026.
  • Kovitz Investment Group Partners left its Bloom Energy share count unchanged in Q1 2026.
  • Bloom Energy made up 0.07% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #181 holding.
  • Kovitz Investment Group Partners first reported a position in Bloom Energy in Q1 2024 and has held it in 5 quarters since.
  • 981 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.