Kovitz Investment Group Partners
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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
Q2 		– Sell
-22,016
Closed -$2.98M – 485
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

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JP Morgan Chase
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Morgan Stanley
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State Street
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SA
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VARA
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Kovitz Investment Group Partners's BE Position: Q2 2026 in Review

Kovitz Investment Group Partners sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 22,016 shares — an estimated $2.98M sold.

Kovitz Investment Group Partners first reported a position in BE in Q1 2024 and held it in 5 quarters. The position peaked at $2.98M in Q1 2026. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Kovitz Investment Group Partners reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 22,016 Bloom Energy shares in Q2 2026, an estimated $2.98M.
  • Kovitz Investment Group Partners first reported a position in Bloom Energy in Q1 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Bloom Energy position peaked at $2.98M in Q1 2026.
  • 1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.