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MH & Associates Securities Management’s Bloom Energy BE Stock Holding History

MH & Associates Securities 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
Q2 		$2.04M Sell
6,754
-7,580
-53% -$1.94M 1.83% 28
2026
Q1 		$1.94M Sell
14,334
-2
-0% -$294 1.69% 31
2025
Q4 		$1.25M Buy
+14,336
New +$1.51M 1.02% 40

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

MH & Associates Securities Management's BE Position: Q2 2026 in Review

MH & Associates Securities Management reduced its Bloom Energy (BE) stake by 53% in Q2 2026, selling an estimated $1.94M and leaving 6,754 shares worth $2.04M. The position accounts for 1.83% of the portfolio, ranked #28.

MH & Associates Securities Management first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • MH & Associates Securities Management held 6,754 shares of Bloom Energy worth $2.04M as of Q2 2026.
  • MH & Associates Securities Management sold 7,580 Bloom Energy shares in Q2 2026, an estimated $1.94M.
  • Bloom Energy made up 1.83% of MH & Associates Securities Management's portfolio in Q2 2026, its #28 holding.
  • MH & Associates Securities Management first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on MH & Associates Securities Management's 13F filing for Q2 2026, filed 28 Jul 2026.