M.E. Allison & Co’s Bloom Energy BE Stock Holding History

M.E. Allison & Co’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 Q3	$3.82M	Buy	13,795 +600	+5%	+$142K	2.14%	8
2026 Q2	$3.99M	Sell	13,195 -2,380	-15%	-$610K	2.3%	6
2026 Q1	$2.11M	Sell	15,575 -19,550	-56%	-$2.87M	1.4%	14
2025 Q4	$3.05M	Sell	35,125 -1,825	-5%	-$192K	2.07%	10
2025 Q3	$3.12M	Sell	36,950 -14,080	-28%	-$654K	2.18%	8
2025 Q2	$1.22M	Hold	51,030	–	–	0.98%	27
2025 Q1	$1M	Buy	51,030 +19,000	+59%	+$454K	0.99%	26
2024 Q4	$711K	Buy	+32,030	New	+$561K	0.78%	36

Other funds holding BE

ECP

Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

M.E. Allison & Co's BE Position: Q3 2026 in Review

M.E. Allison & Co increased its Bloom Energy (BE) stake by 4.5% in Q3 2026, buying an estimated $142K and bringing the position to 13,795 shares worth $3.82M. The position accounts for 2.14% of the portfolio, ranked #8.

M.E. Allison & Co first reported a position in BE in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.99M in Q2 2026. 217 funds tracked by Wall St. Rank hold BE as of Q3 2026.

M.E. Allison & Co held 13,795 shares of Bloom Energy worth $3.82M as of Q3 2026.
M.E. Allison & Co bought 600 Bloom Energy shares in Q3 2026, an estimated $142K.
Bloom Energy made up 2.14% of M.E. Allison & Co's portfolio in Q3 2026, its #8 holding.
M.E. Allison & Co first reported a position in Bloom Energy in Q4 2024 and has held it in 8 quarters since.
M.E. Allison & Co's Bloom Energy position peaked at $3.99M in Q2 2026.
217 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.