Marquette Asset Management’s Bloom Energy BE Stock Holding History

Marquette Asset 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 Q3	$7.76K	Hold	28	–	–	﹤0.01%	296
2026 Q2	$8.48K	Hold	28	–	–	﹤0.01%	336
2026 Q1	$3.79K	Buy	28 +10	+56%	+$1.47K	﹤0.01%	407
2025 Q4	$1.56K	Hold	18	–	–	﹤0.01%	520
2025 Q3	$1.52K	Buy	+18	New	+$836	﹤0.01%	625

Other funds holding BE

AIM

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

MSV

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

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Marquette Asset Management's BE Position: Q3 2026 in Review

Marquette Asset Management held its Bloom Energy (BE) position steady in Q3 2026 at 28 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Marquette Asset Management first reported a position in BE in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.48K in Q2 2026. 47 funds tracked by Wall St. Rank hold BE as of Q3 2026.

Marquette Asset Management held 28 shares of Bloom Energy worth $7.76K as of Q3 2026.
Marquette Asset Management left its Bloom Energy share count unchanged in Q3 2026.
Bloom Energy made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #296 holding.
Marquette Asset Management first reported a position in Bloom Energy in Q3 2025 and has held it in 5 quarters since.
Marquette Asset Management's Bloom Energy position peaked at $8.48K in Q2 2026.
47 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.