McIlrath & Eck’s Bloom Energy BE Stock Holding History

McIlrath & Eck’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 Q1	$37K	Sell	273 -68	-20%	-$9.98K	﹤0.01%	637
2025 Q4	$29.6K	Hold	341	–	–	﹤0.01%	444
2025 Q3	$28.8K	Sell	341 -3	-0.9%	-$139	﹤0.01%	429
2025 Q2	$8.23K	Hold	344	–	–	﹤0.01%	628
2025 Q1	$6.76K	Hold	344	–	–	﹤0.01%	666
2024 Q4	$7.64K	Buy	344 +202	+142%	+$3.54K	﹤0.01%	672
2024 Q3	$1.5K	Hold	142	–	–	﹤0.01%	884
2024 Q2	$1.74K	Hold	142	–	–	﹤0.01%	834
2024 Q1	$1.6K	Hold	142	–	–	﹤0.01%	835
2023 Q4	$2.1K	Hold	142	–	–	﹤0.01%	800
2023 Q3	$1.88K	Hold	142	–	–	﹤0.01%	775
2023 Q2	$2.32K	Hold	142	–	–	﹤0.01%	773
2023 Q1	$2.83K	Hold	142	–	–	﹤0.01%	742
2022 Q4	$2.71K	Buy	+142	New	+$2.79K	﹤0.01%	721

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

McIlrath & Eck's BE Position: Q1 2026 in Review

McIlrath & Eck reduced its Bloom Energy (BE) stake by 20% in Q1 2026, selling an estimated $9.98K and leaving 273 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

McIlrath & Eck first reported a position in BE in Q4 2022 and has held it in 14 quarters since. 982 funds tracked by Wall St. Rank hold BE as of Q1 2026.

McIlrath & Eck held 273 shares of Bloom Energy worth $37K as of Q1 2026.
McIlrath & Eck sold 68 Bloom Energy shares in Q1 2026, an estimated $9.98K.
Bloom Energy made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #637 holding.
McIlrath & Eck first reported a position in Bloom Energy in Q4 2022 and has held it in 14 quarters since.
982 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.