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Lumbard & Kellner’s Bloom Energy BE Stock Holding History

Lumbard & Kellner’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 		$3.2M Sell
10,586
-1,793
-14% -$459K 0.97% 38
2026
Q1 		$1.68M Sell
12,379
-5,300
-30% -$778K 0.58% 45
2025
Q4 		$1.54M Sell
17,679
-15,788
-47% -$1.66M 0.54% 45
2025
Q3 		$2.83M Sell
33,467
-177,285
-84% -$8.23M 1.04% 37
2025
Q2 		$5.04M Sell
210,752
-138,050
-40% -$2.67M 2.2% 15
2025
Q1 		$6.86M Buy
348,802
+3,430
+1% +$81.9K 3.02% 10
2024
Q4 		$7.67M Sell
345,372
-28,131
-8% -$493K 3.3% 6
2024
Q3 		$3.94M Buy
373,503
+126,840
+51% +$1.5M 1.74% 25
2024
Q2 		$3.02M Buy
+246,663
New +$3.14M 1.43% 33

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
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

Lumbard & Kellner's BE Position: Q2 2026 in Review

Lumbard & Kellner reduced its Bloom Energy (BE) stake by 14% in Q2 2026, selling an estimated $459K and leaving 10,586 shares worth $3.2M. The position accounts for 0.97% of the portfolio, ranked #38.

Lumbard & Kellner first reported a position in BE in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.67M in Q4 2024. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Lumbard & Kellner held 10,586 shares of Bloom Energy worth $3.2M as of Q2 2026.
  • Lumbard & Kellner sold 1,793 Bloom Energy shares in Q2 2026, an estimated $459K.
  • Bloom Energy made up 0.97% of Lumbard & Kellner's portfolio in Q2 2026, its #38 holding.
  • Lumbard & Kellner first reported a position in Bloom Energy in Q2 2024 and has held it in 9 quarters since.
  • Lumbard & Kellner's Bloom Energy position peaked at $7.67M in Q4 2024.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.