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Millstone Evans Group’s Bloom Energy BE Stock Holding History

Millstone Evans Group’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 		$30.3K Hold
100
– – 0.02% 447
2026
Q1 		$13.5K Hold
100
– – 0.01% 535
2025
Q4 		$8.69K Hold
100
– – 0.01% 567
2025
Q3 		$8.46K Hold
100
– – 0.01% 559
2025
Q2 		$2.39K Hold
100
– – ﹤0.01% 662
2025
Q1 		$1.97K Hold
100
– – ﹤0.01% 700
2024
Q4 		$2.22K Buy
+100
New +$1.75K ﹤0.01% 644

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

Millstone Evans Group's BE Position: Q2 2026 in Review

Millstone Evans Group held its Bloom Energy (BE) position steady in Q2 2026 at 100 shares worth $30.3K. The position accounts for 0.02% of the portfolio, ranked #447.

Millstone Evans Group first reported a position in BE in Q4 2024 and has held it in 7 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Millstone Evans Group held 100 shares of Bloom Energy worth $30.3K as of Q2 2026.
  • Millstone Evans Group left its Bloom Energy share count unchanged in Q2 2026.
  • Bloom Energy made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #447 holding.
  • Millstone Evans Group first reported a position in Bloom Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.