L.J. Altfest & Co’s Bloom Energy BE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.12M Sell
10,318
-875
-8% -$224K 0.3% 58
2026
Q1
$1.52M Buy
+11,193
New +$1.64M 0.16% 107
2025
Q3
Sell
-16,118
Closed -$386K 337
2025
Q2
$386K Buy
+16,118
New +$312K 0.05% 251
2025
Q1
Sell
-16,811
Closed -$373K 327
2024
Q4
$373K Buy
+16,811
New +$295K 0.05% 245

Other funds holding BE

L.J. Altfest & Co's BE Position: Q2 2026 in Review

L.J. Altfest & Co reduced its Bloom Energy (BE) stake by 7.8% in Q2 2026, selling an estimated $224K and leaving 10,318 shares worth $3.12M. The position accounts for 0.3% of the portfolio, ranked #58.

L.J. Altfest & Co first reported a position in BE in Q4 2024 and has held it in 4 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • L.J. Altfest & Co held 10,318 shares of Bloom Energy worth $3.12M as of Q2 2026.
  • L.J. Altfest & Co sold 875 Bloom Energy shares in Q2 2026, an estimated $224K.
  • Bloom Energy made up 0.3% of L.J. Altfest & Co's portfolio in Q2 2026, its #58 holding.
  • L.J. Altfest & Co first reported a position in Bloom Energy in Q4 2024 and has held it in 4 quarters since.
  • 1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.