Pathstone Holdings
BE icon

Pathstone Holdings’s Bloom Energy BE Stock Holding History

Pathstone Holdings’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 		$11M Buy
36,333
+13,647
+60% +$3.5M 0.03% 375
2026
Q1 		$3.07M Buy
22,686
+1
+0% +$147 0.01% 803
2025
Q4 		$1.97M Sell
22,685
-4,948
-18% -$520K 0.01% 1027
2025
Q3 		$2.34M Sell
27,633
-3,761
-12% -$175K 0.01% 929
2025
Q2 		$751K Sell
31,394
-2,468
-7% -$47.8K ﹤0.01% 1531
2025
Q1 		$666K Buy
33,862
+2,089
+7% +$49.9K ﹤0.01% 1577
2024
Q4 		$706K Buy
31,773
+2,935
+10% +$51.4K ﹤0.01% 1559
2024
Q3 		$305K Sell
28,838
-7,252
-20% -$86K ﹤0.01% 1964
2024
Q2 		$442K Buy
36,090
+15,653
+77% +$200K ﹤0.01% 1761
2024
Q1 		$230K Buy
20,437
+4,417
+28% +$48.6K ﹤0.01% 2075
2023
Q4 		$237K Buy
+16,020
New +$200K ﹤0.01% 1973

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 $3.37T AUM 44.26% 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

Pathstone Holdings's BE Position: Q2 2026 in Review

Pathstone Holdings increased its Bloom Energy (BE) stake by 60% in Q2 2026, buying an estimated $3.5M and bringing the position to 36,333 shares worth $11M. The position accounts for 0.03% of the portfolio, ranked #375.

Pathstone Holdings first reported a position in BE in Q4 2023 and has held it in 11 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Pathstone Holdings held 36,333 shares of Bloom Energy worth $11M as of Q2 2026.
  • Pathstone Holdings bought 13,647 Bloom Energy shares in Q2 2026, an estimated $3.5M.
  • Bloom Energy made up 0.03% of Pathstone Holdings's portfolio in Q2 2026, its #375 holding.
  • Pathstone Holdings first reported a position in Bloom Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.