M & L Capital Management’s Bloom Energy BE Stock Holding History

M & L Capital Management’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	$2.45M	Hold	8,100	–	–	0.66%	15
2026 Q1	$1.1M	Buy	+8,100	New	+$1.19M	0.27%	18

Other funds holding BE

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

M & L Capital Management's BE Position: Q2 2026 in Review

M & L Capital Management held its Bloom Energy (BE) position steady in Q2 2026 at 8,100 shares worth $2.45M. The position accounts for 0.66% of the portfolio, ranked #15.

M & L Capital Management first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold BE as of Q2 2026.

M & L Capital Management held 8,100 shares of Bloom Energy worth $2.45M as of Q2 2026.
M & L Capital Management left its Bloom Energy share count unchanged in Q2 2026.
Bloom Energy made up 0.66% of M & L Capital Management's portfolio in Q2 2026, its #15 holding.
M & L Capital Management first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
154 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on M & L Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.