OHIS
BE icon

Oak Harvest Investment Services’s Bloom Energy BE Stock Holding History

Oak Harvest Investment Services’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 		$2.76M Sell
9,130
-10,832
-54% -$2.78M 0.26% 83
2026
Q1 		$2.7M Buy
+19,962
New +$2.93M 0.28% 86

Other funds holding BE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Oak Harvest Investment Services's BE Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Bloom Energy (BE) stake by 54% in Q2 2026, selling an estimated $2.78M and leaving 9,130 shares worth $2.76M. The position accounts for 0.26% of the portfolio, ranked #83.

Oak Harvest Investment Services first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 316 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Oak Harvest Investment Services held 9,130 shares of Bloom Energy worth $2.76M as of Q2 2026.
  • Oak Harvest Investment Services sold 10,832 Bloom Energy shares in Q2 2026, an estimated $2.78M.
  • Bloom Energy made up 0.26% of Oak Harvest Investment Services's portfolio in Q2 2026, its #83 holding.
  • Oak Harvest Investment Services first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • 316 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.