Neville Rodie & Shaw’s Bloom Energy BE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.28M Buy
7,520
+1,075
+17% +$275K 0.15% 90
2026
Q1
$873K Buy
+6,445
New +$946K 0.06% 132

Other funds holding BE

Neville Rodie & Shaw's BE Position: Q2 2026 in Review

Neville Rodie & Shaw increased its Bloom Energy (BE) stake by 17% in Q2 2026, buying an estimated $275K and bringing the position to 7,520 shares worth $2.28M. The position accounts for 0.15% of the portfolio, ranked #90.

Neville Rodie & Shaw first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 396 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Neville Rodie & Shaw held 7,520 shares of Bloom Energy worth $2.28M as of Q2 2026.
  • Neville Rodie & Shaw bought 1,075 Bloom Energy shares in Q2 2026, an estimated $275K.
  • Bloom Energy made up 0.15% of Neville Rodie & Shaw's portfolio in Q2 2026, its #90 holding.
  • Neville Rodie & Shaw first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • 396 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.