Lido Advisors’s Bloom Energy BE Stock Holding History

Lido Advisors’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	$3.18M	Buy	10,518 +1,579	+18%	+$405K	0.01%	637
2026 Q1	$1.21M	Sell	8,939 -4,716	-35%	-$692K	﹤0.01%	890
2025 Q4	$1.17M	Buy	13,655 +6,613	+94%	+$695K	﹤0.01%	942
2025 Q3	$596K	Buy	+7,042	New	+$327K	﹤0.01%	1166
2023 Q4	–	Sell	-10,793	Closed	-$143K	–	1352
2023 Q3	$143K	Buy	10,793 +355	+3%	+$5.57K	﹤0.01%	1112
2023 Q2	$171K	Hold	10,438	–	–	﹤0.01%	1112
2023 Q1	$208K	Buy	+10,438	New	+$229K	﹤0.01%	1000
2022 Q4	–	Sell	-11,633	Closed	-$232K	–	1032
2022 Q3	$232K	Buy	+11,633	New	+$262K	﹤0.01%	847

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

Lido Advisors's BE Position: Q2 2026 in Review

Lido Advisors increased its Bloom Energy (BE) stake by 18% in Q2 2026, buying an estimated $405K and bringing the position to 10,518 shares worth $3.18M. The position accounts for 0.01% of the portfolio, ranked #637.

Lido Advisors first reported a position in BE in Q3 2022 and has held it in 8 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Lido Advisors held 10,518 shares of Bloom Energy worth $3.18M as of Q2 2026.
Lido Advisors bought 1,579 Bloom Energy shares in Q2 2026, an estimated $405K.
Bloom Energy made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #637 holding.
Lido Advisors first reported a position in Bloom Energy in Q3 2022 and has held it in 8 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.