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MAI Capital Management’s Bloom Energy BE Stock Holding History

MAI 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 		$2.18M Buy
7,210
+1,422
+25% +$364K 0.01% 674
2026
Q1 		$784K Buy
5,788
+141
+2% +$20.7K ﹤0.01% 854
2025
Q4 		$491K Buy
5,647
+3
+0.1% +$315 ﹤0.01% 968
2025
Q3 		$477K Buy
5,644
+4,585
+433% +$213K ﹤0.01% 929
2025
Q2 		$25.3K Hold
1,059
– – ﹤0.01% 2240
2025
Q1 		$20.8K Buy
1,059
+243
+30% +$5.8K ﹤0.01% 2163
2024
Q4 		$18.1K Buy
+816
New +$14.3K ﹤0.01% 2265

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
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

MAI Capital Management's BE Position: Q2 2026 in Review

MAI Capital Management increased its Bloom Energy (BE) stake by 25% in Q2 2026, buying an estimated $364K and bringing the position to 7,210 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #674.

MAI Capital Management first reported a position in BE in Q4 2024 and has held it in 7 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • MAI Capital Management held 7,210 shares of Bloom Energy worth $2.18M as of Q2 2026.
  • MAI Capital Management bought 1,422 Bloom Energy shares in Q2 2026, an estimated $364K.
  • Bloom Energy made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #674 holding.
  • MAI Capital Management first reported a position in Bloom Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.