MassMutual Private Wealth & Trust’s Bloom Energy BE Stock Holding History

MassMutual Private Wealth & Trust’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	$94.4K	Buy	312 +104	+50%	+$26.6K	﹤0.01%	595
2026 Q1	$28.2K	Sell	208 -32	-13%	-$4.7K	﹤0.01%	969
2025 Q4	$20.9K	Buy	240 +187	+353%	+$19.6K	﹤0.01%	1098
2025 Q3	$4.48K	Buy	53 +9	+20%	+$418	﹤0.01%	1718
2025 Q2	$1.05K	Sell	44 -131	-75%	-$2.54K	﹤0.01%	2113
2025 Q1	$3.44K	Buy	175 +139	+386%	+$3.32K	﹤0.01%	1741
2024 Q4	$800	Hold	36	–	–	﹤0.01%	2076
2024 Q3	$380	Buy	+36	New	+$427	﹤0.01%	2015

Other funds holding BE

ECP

Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

MassMutual Private Wealth & Trust's BE Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Bloom Energy (BE) stake by 50% in Q2 2026, buying an estimated $26.6K and bringing the position to 312 shares worth $94.4K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

MassMutual Private Wealth & Trust first reported a position in BE in Q3 2024 and has held it in 8 quarters since. 478 funds tracked by Wall St. Rank hold BE as of Q2 2026.

MassMutual Private Wealth & Trust held 312 shares of Bloom Energy worth $94.4K as of Q2 2026.
MassMutual Private Wealth & Trust bought 104 Bloom Energy shares in Q2 2026, an estimated $26.6K.
Bloom Energy made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #595 holding.
MassMutual Private Wealth & Trust first reported a position in Bloom Energy in Q3 2024 and has held it in 8 quarters since.
478 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.