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
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: Q1 2026 in Review

L.J. Altfest & Co opened a new position in Bloom Energy (BE) in Q1 2026: 11,193 shares worth $1.52M. The stake represents 0.16% of the portfolio and ranks #107 among its holdings. This is a return to the name: L.J. Altfest & Co previously reported a position in BE as recently as Q2 2025.

L.J. Altfest & Co first reported a position in BE in Q4 2024 and has held it in 3 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • L.J. Altfest & Co held 11,193 shares of Bloom Energy worth $1.52M as of Q1 2026.
  • Bloom Energy was a new L.J. Altfest & Co position in Q1 2026.
  • Bloom Energy made up 0.16% of L.J. Altfest & Co's portfolio in Q1 2026, its #107 holding.
  • L.J. Altfest & Co first reported a position in Bloom Energy in Q4 2024 and has held it in 3 quarters since.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.