Montag & Associates’s Bloom Energy BE Stock Holding History

Montag & Associates’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	$1.44K	Buy	+5	New	+$1.28K	﹤0.01%	905
2025 Q4	–	Sell	-630	Closed	-$53.3K	–	980
2025 Q3	$53.3K	Buy	630 +11	+2%	+$511	﹤0.01%	587
2025 Q2	$14.8K	Hold	619	–	–	﹤0.01%	705
2025 Q1	$12.2K	Hold	619	–	–	﹤0.01%	771
2024 Q4	$13.7K	Hold	619	–	–	﹤0.01%	748
2024 Q3	$6.54K	Hold	619	–	–	﹤0.01%	853
2024 Q2	$7.58K	Hold	619	–	–	﹤0.01%	793
2024 Q1	$6.96K	Sell	619 -1,000	-62%	-$11K	﹤0.01%	790
2023 Q4	$24K	Hold	1,619	–	–	﹤0.01%	676
2023 Q3	$21.5K	Buy	1,619 +1,000	+162%	+$15.7K	﹤0.01%	664
2023 Q2	$10.1K	Hold	619	–	–	﹤0.01%	753
2023 Q1	$12.3K	Hold	619	–	–	﹤0.01%	721
2022 Q4	$11.8K	Buy	+619	New	+$12.2K	﹤0.01%	719

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Montag & Associates's BE Position: Q2 2026 in Review

Montag & Associates opened a new position in Bloom Energy (BE) in Q2 2026: 5 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #905 among its holdings. This is a return to the name: Montag & Associates previously reported a position in BE as recently as Q3 2025.

Montag & Associates first reported a position in BE in Q4 2022 and has held it in 13 quarters since. The position peaked at $53.3K in Q3 2025. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Montag & Associates held 5 shares of Bloom Energy worth $1.44K as of Q2 2026.
Bloom Energy was a new Montag & Associates position in Q2 2026.
Bloom Energy made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #905 holding.
Montag & Associates first reported a position in Bloom Energy in Q4 2022 and has held it in 13 quarters since.
Montag & Associates's Bloom Energy position peaked at $53.3K in Q3 2025.
1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.