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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

M.E. Allison & Co's BE Position: Q2 2026 in Review

M.E. Allison & Co reduced its Bloom Energy (BE) stake by 15% in Q2 2026, selling an estimated $610K and leaving 13,195 shares worth $3.99M. The position accounts for 2.3% of the portfolio, ranked #6.

M.E. Allison & Co first reported a position in BE in Q4 2024 and has held it in 7 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

M.E. Allison & Co held 13,195 shares of Bloom Energy worth $3.99M as of Q2 2026.
M.E. Allison & Co sold 2,380 Bloom Energy shares in Q2 2026, an estimated $610K.
Bloom Energy made up 2.3% of M.E. Allison & Co's portfolio in Q2 2026, its #6 holding.
M.E. Allison & Co first reported a position in Bloom Energy in Q4 2024 and has held it in 7 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.