Moody Aldrich Partners’s Bloom Energy BE Stock Holding History

Moody Aldrich Partners’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	$308K	Sell	1,017 -34,268	-97%	-$8.78M	0.06%	149
2026 Q1	$4.78M	Buy	35,285 +1,537	+5%	+$226K	0.86%	49
2025 Q4	$2.93M	Sell	33,748 -12,774	-27%	-$1.34M	0.55%	83
2025 Q3	$3.93M	Buy	+46,522	New	+$2.16M	0.75%	63
2021 Q2	–	Sell	-184,221	Closed	-$4.98M	–	176
2021 Q1	$4.98M	Buy	+184,221	New	+$6.01M	0.72%	60

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 $3.37T AUM 44.26% 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

Moody Aldrich Partners's BE Position: Q2 2026 in Review

Moody Aldrich Partners reduced its Bloom Energy (BE) stake by 97% in Q2 2026, selling an estimated $8.78M and leaving 1,017 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #149.

Moody Aldrich Partners first reported a position in BE in Q1 2021 and has held it in 5 quarters since. The position peaked at $4.98M in Q1 2021. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Moody Aldrich Partners held 1,017 shares of Bloom Energy worth $308K as of Q2 2026.
Moody Aldrich Partners sold 34,268 Bloom Energy shares in Q2 2026, an estimated $8.78M.
Bloom Energy made up 0.06% of Moody Aldrich Partners's portfolio in Q2 2026, its #149 holding.
Moody Aldrich Partners first reported a position in Bloom Energy in Q1 2021 and has held it in 5 quarters since.
Moody Aldrich Partners's Bloom Energy position peaked at $4.98M in Q1 2021.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.