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LRI Investments’s Bloom Energy BE Stock Holding History

LRI Investments’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 		$89K Sell
294
-717
-71% -$184K 0.01% 460
2026
Q1 		$137K Buy
+1,011
New +$148K 0.01% 355
2024
Q3 		– Sell
-40,000
Closed -$490K – 1153
2024
Q2 		$490K Buy
+40,000
New +$510K 0.06% 111

Other funds holding BE

ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LRI Investments's BE Position: Q2 2026 in Review

LRI Investments reduced its Bloom Energy (BE) stake by 71% in Q2 2026, selling an estimated $184K and leaving 294 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #460.

LRI Investments first reported a position in BE in Q2 2024 and has held it in 3 quarters since. The position peaked at $490K in Q2 2024. 468 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • LRI Investments held 294 shares of Bloom Energy worth $89K as of Q2 2026.
  • LRI Investments sold 717 Bloom Energy shares in Q2 2026, an estimated $184K.
  • Bloom Energy made up 0.01% of LRI Investments's portfolio in Q2 2026, its #460 holding.
  • LRI Investments first reported a position in Bloom Energy in Q2 2024 and has held it in 3 quarters since.
  • LRI Investments's Bloom Energy position peaked at $490K in Q2 2024.
  • 468 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.