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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mezzasalma Advisors's BE Position: Q1 2026 in Review

Mezzasalma Advisors increased its Bloom Energy (BE) stake by 6.7% in Q1 2026, buying an estimated $746K and bringing the position to 80,420 shares worth $10.9M. The position accounts for 2.78% of the portfolio, ranked #10.

Mezzasalma Advisors first reported a position in BE in Q4 2024 and has held it in 6 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Mezzasalma Advisors held 80,420 shares of Bloom Energy worth $10.9M as of Q1 2026.
  • Mezzasalma Advisors bought 5,085 Bloom Energy shares in Q1 2026, an estimated $746K.
  • Bloom Energy made up 2.78% of Mezzasalma Advisors's portfolio in Q1 2026, its #10 holding.
  • Mezzasalma Advisors first reported a position in Bloom Energy in Q4 2024 and has held it in 6 quarters since.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.