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Navellier & Associates’s Bloom Energy BE Stock Holding History

Navellier & 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
Q1 		$17.4M Buy
128,725
+11,361
+10% +$1.67M 1.82% 8
2025
Q4 		$10.2M Buy
117,364
+5,853
+5% +$615K 1.14% 22
2025
Q3 		$9.43M Buy
111,511
+63,973
+135% +$2.97M 0.96% 27
2025
Q2 		$1.14M Sell
47,538
-2,367
-5% -$45.8K 0.14% 128
2025
Q1 		$814K Buy
+49,905
New +$1.19M 0.11% 158

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Navellier & Associates's BE Position: Q1 2026 in Review

Navellier & Associates increased its Bloom Energy (BE) stake by 9.7% in Q1 2026, buying an estimated $1.67M and bringing the position to 128,725 shares worth $17.4M. The position accounts for 1.82% of the portfolio, ranked #8.

Navellier & Associates first reported a position in BE in Q1 2025 and has held it in 5 quarters since. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Navellier & Associates held 128,725 shares of Bloom Energy worth $17.4M as of Q1 2026.
  • Navellier & Associates bought 11,361 Bloom Energy shares in Q1 2026, an estimated $1.67M.
  • Bloom Energy made up 1.82% of Navellier & Associates's portfolio in Q1 2026, its #8 holding.
  • Navellier & Associates first reported a position in Bloom Energy in Q1 2025 and has held it in 5 quarters since.
  • 979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.