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Timothy G. Youngquist 2020 Irrevocable Trust’s Bloom Energy BE Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		$3.34M Buy
11,018
+2,690
+32% +$689K 0.65% 18
2026
Q1 		$1.13M Buy
8,328
+3,370
+68% +$495K 0.49% 60
2025
Q4 		$431K Buy
+4,958
New +$521K 0.32% 38

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's BE Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust increased its Bloom Energy (BE) stake by 32% in Q2 2026, buying an estimated $689K and bringing the position to 11,018 shares worth $3.34M. The position accounts for 0.65% of the portfolio, ranked #18.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 662 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust held 11,018 shares of Bloom Energy worth $3.34M as of Q2 2026.
  • Timothy G. Youngquist 2020 Irrevocable Trust bought 2,690 Bloom Energy shares in Q2 2026, an estimated $689K.
  • Bloom Energy made up 0.65% of Timothy G. Youngquist 2020 Irrevocable Trust's portfolio in Q2 2026, its #18 holding.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • 662 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.