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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lumbard & Kellner's BE Position: Q1 2026 in Review

Lumbard & Kellner reduced its Bloom Energy (BE) stake by 30% in Q1 2026, selling an estimated $778K and leaving 12,379 shares worth $1.68M. The position accounts for 0.58% of the portfolio, ranked #45.

Lumbard & Kellner first reported a position in BE in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.67M in Q4 2024. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Lumbard & Kellner held 12,379 shares of Bloom Energy worth $1.68M as of Q1 2026.
Lumbard & Kellner sold 5,300 Bloom Energy shares in Q1 2026, an estimated $778K.
Bloom Energy made up 0.58% of Lumbard & Kellner's portfolio in Q1 2026, its #45 holding.
Lumbard & Kellner first reported a position in Bloom Energy in Q2 2024 and has held it in 8 quarters since.
Lumbard & Kellner's Bloom Energy position peaked at $7.67M in Q4 2024.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Lumbard & Kellner's 13F filing for Q1 2026, filed 15 May 2026.