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NKCFO LLC’s Bloom Energy BE Stock Holding History

NKCFO LLC’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 		– Sell
-2,250
Closed -$305K – 96
2026
Q1 		$305K Buy
+2,250
New +$330K 0.09% 69

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Vanguard Capital Management
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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
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SA
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VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

NKCFO LLC's BE Position: Q2 2026 in Review

NKCFO LLC sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 2,250 shares — an estimated $305K sold.

NKCFO LLC first reported a position in BE in Q1 2026 and held it in 1 quarter. The position peaked at $305K in Q1 2026. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • NKCFO LLC reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
  • NKCFO LLC sold 2,250 Bloom Energy shares in Q2 2026, an estimated $305K.
  • NKCFO LLC first reported a position in Bloom Energy in Q1 2026 and held it in 1 quarter.
  • NKCFO LLC's Bloom Energy position peaked at $305K in Q1 2026.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on NKCFO LLC's 13F filing for Q2 2026, filed 13 Aug 2026.