Pacific Point Advisors’s Bloom Energy BE Stock Holding History

Pacific Point Advisors’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	$3.63M	Sell	12,000 -2,000	-14%	-$512K	1.66%	11
2026 Q1	$1.9M	Buy	14,000 +4,000	+40%	+$587K	1%	19
2025 Q4	$869K	Sell	10,000 -10,000	-50%	-$1.05M	0.47%	77
2025 Q3	$1.69M	Sell	20,000 -10,000	-33%	-$464K	0.99%	23
2025 Q2	$718K	Buy	+30,000	New	+$581K	0.39%	66

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

Pacific Point Advisors's BE Position: Q2 2026 in Review

Pacific Point Advisors reduced its Bloom Energy (BE) stake by 14% in Q2 2026, selling an estimated $512K and leaving 12,000 shares worth $3.63M. The position accounts for 1.66% of the portfolio, ranked #11.

Pacific Point Advisors first reported a position in BE in Q2 2025 and has held it in 5 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Pacific Point Advisors held 12,000 shares of Bloom Energy worth $3.63M as of Q2 2026.
Pacific Point Advisors sold 2,000 Bloom Energy shares in Q2 2026, an estimated $512K.
Bloom Energy made up 1.66% of Pacific Point Advisors's portfolio in Q2 2026, its #11 holding.
Pacific Point Advisors first reported a position in Bloom Energy in Q2 2025 and has held it in 5 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.