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Nano-Cap New Millennium Growth Fund’s Bloom Energy BE Stock Holding History

Nano-Cap New Millennium Growth Fund’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 		– Sell
-1,500
Closed -$130K – 148
2025
Q4 		$130K Buy
+1,500
New +$158K 0.11% 139

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Nano-Cap New Millennium Growth Fund's BE Position: Q1 2026 in Review

Nano-Cap New Millennium Growth Fund sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 1,500 shares — an estimated $130K sold.

Nano-Cap New Millennium Growth Fund first reported a position in BE in Q4 2025 and held it in 1 quarter. The position peaked at $130K in Q4 2025. 984 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Nano-Cap New Millennium Growth Fund reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
  • Nano-Cap New Millennium Growth Fund sold 1,500 Bloom Energy shares in Q1 2026, an estimated $130K.
  • Nano-Cap New Millennium Growth Fund first reported a position in Bloom Energy in Q4 2025 and held it in 1 quarter.
  • Nano-Cap New Millennium Growth Fund's Bloom Energy position peaked at $130K in Q4 2025.
  • 984 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Nano-Cap New Millennium Growth Fund's 13F filing for Q1 2026, filed 15 May 2026.