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North Star Investment Management’s Bloom Energy BE Stock Holding History

North Star Investment Management’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 		$908 Hold
3
– – ﹤0.01% 1562
2026
Q1 		$406 Sell
3
-8
-73% -$1.17K ﹤0.01% 1654
2025
Q4 		$956 Buy
+11
New +$1.16K ﹤0.01% 1402

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 $3.38T AUM 44.17% 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

North Star Investment Management's BE Position: Q2 2026 in Review

North Star Investment Management held its Bloom Energy (BE) position steady in Q2 2026 at 3 shares worth $908. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

North Star Investment Management first reported a position in BE in Q4 2025 and has held it in 3 quarters since. The position peaked at $956 in Q4 2025. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • North Star Investment Management held 3 shares of Bloom Energy worth $908 as of Q2 2026.
  • North Star Investment Management left its Bloom Energy share count unchanged in Q2 2026.
  • Bloom Energy made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1562 holding.
  • North Star Investment Management first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • North Star Investment Management's Bloom Energy position peaked at $956 in Q4 2025.
  • 1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.