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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
Q2 		$42.6M Buy
140,850
+12,125
+9% +$3.11M 3.38% 3
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 $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

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

Navellier & Associates increased its Bloom Energy (BE) stake by 9.4% in Q2 2026, buying an estimated $3.11M and bringing the position to 140,850 shares worth $42.6M. The position accounts for 3.38% of the portfolio, ranked #3.

Navellier & Associates first reported a position in BE in Q1 2025 and has held it in 6 quarters since. 1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Navellier & Associates held 140,850 shares of Bloom Energy worth $42.6M as of Q2 2026.
  • Navellier & Associates bought 12,125 Bloom Energy shares in Q2 2026, an estimated $3.11M.
  • Bloom Energy made up 3.38% of Navellier & Associates's portfolio in Q2 2026, its #3 holding.
  • Navellier & Associates first reported a position in Bloom Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.