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Mezzasalma Advisors’s Bloom Energy BE Stock Holding History

Mezzasalma Advisors’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 		$24.5M Buy
81,081
+661
+0.8% +$169K 4.93% 5
2026
Q1 		$10.9M Buy
80,420
+5,085
+7% +$746K 2.78% 10
2025
Q4 		$7.43M Buy
75,335
+23,569
+46% +$2.48M 1.79% 14
2025
Q3 		$4.38M Buy
51,766
+6,106
+13% +$284K 1.12% 18
2025
Q2 		$1.09M Buy
45,660
+12,521
+38% +$242K 0.33% 50
2025
Q1 		$652K Buy
33,139
+17,598
+113% +$420K 0.23% 64
2024
Q4 		$345K Buy
+15,541
New +$272K 0.11% 104

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

Mezzasalma Advisors's BE Position: Q2 2026 in Review

Mezzasalma Advisors increased its Bloom Energy (BE) stake by 0.82% in Q2 2026, buying an estimated $169K and bringing the position to 81,081 shares worth $24.5M. The position accounts for 4.93% of the portfolio, ranked #5.

Mezzasalma Advisors first reported a position in BE in Q4 2024 and has held it in 7 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Mezzasalma Advisors held 81,081 shares of Bloom Energy worth $24.5M as of Q2 2026.
  • Mezzasalma Advisors bought 661 Bloom Energy shares in Q2 2026, an estimated $169K.
  • Bloom Energy made up 4.93% of Mezzasalma Advisors's portfolio in Q2 2026, its #5 holding.
  • Mezzasalma Advisors first reported a position in Bloom Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.