NXG Investment Management’s Bloom Energy BE Stock Holding History

NXG 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	$41.4M	Buy	136,900 +1,900	+1%	+$487K	1.85%	16
2026 Q1	$18.3M	Buy	135,000 +20,000	+17%	+$2.94M	0.91%	30
2025 Q4	$9.99M	Sell	115,000 -72,000	-39%	-$7.57M	0.57%	34
2025 Q3	$15.8M	Sell	187,000 -213,000	-53%	-$9.89M	0.9%	27
2025 Q2	$9.57M	Buy	+400,000	New	+$7.74M	0.55%	36
2023 Q3	–	Sell	-31,680	Closed	-$518K	–	61
2023 Q2	$518K	Sell	31,680 -21,485	-40%	-$347K	0.05%	66
2023 Q1	$1.06M	Buy	53,165 +24,165	+83%	+$529K	0.11%	58
2022 Q4	$554K	Hold	29,000	–	–	0.05%	64
2022 Q3	$580K	Hold	29,000	–	–	0.06%	62
2022 Q2	$479K	Sell	29,000 -17,000	-37%	-$311K	0.05%	68
2022 Q1	$1.11M	Sell	46,000 -50,178	-52%	-$980K	0.1%	57
2021 Q4	$2.11M	Buy	96,178 +10,666	+12%	+$270K	0.21%	54
2021 Q3	$1.6M	Buy	85,512 +2,178	+3%	+$46.1K	0.15%	54
2021 Q2	$2.24M	Buy	83,334 +73,000	+706%	+$1.77M	0.21%	56
2021 Q1	$280K	Buy	+10,334	New	+$337K	0.03%	101

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

NXG Investment Management's BE Position: Q2 2026 in Review

NXG Investment Management increased its Bloom Energy (BE) stake by 1.4% in Q2 2026, buying an estimated $487K and bringing the position to 136,900 shares worth $41.4M. The position accounts for 1.85% of the portfolio, ranked #16.

NXG Investment Management first reported a position in BE in Q1 2021 and has held it in 15 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

NXG Investment Management held 136,900 shares of Bloom Energy worth $41.4M as of Q2 2026.
NXG Investment Management bought 1,900 Bloom Energy shares in Q2 2026, an estimated $487K.
Bloom Energy made up 1.85% of NXG Investment Management's portfolio in Q2 2026, its #16 holding.
NXG Investment Management first reported a position in Bloom Energy in Q1 2021 and has held it in 15 quarters since.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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