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Patten Group’s Bloom Energy BE Stock Holding History

Patten Group’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 		$873K Sell
2,884
-11
-0.4% -$2.82K 0.14% 169
2026
Q1 		$392K Sell
2,895
-47
-2% -$6.9K 0.07% 230
2025
Q4 		$256K Sell
2,942
-145
-5% -$15.2K 0.05% 269
2025
Q3 		$261K Buy
+3,087
New +$143K 0.05% 244
2024
Q1 		– Sell
-11,959
Closed -$177K – 241
2023
Q4 		$177K Sell
11,959
-5,449
-31% -$68.2K 0.05% 232
2023
Q3 		$231K Buy
17,408
+960
+6% +$15K 0.07% 220
2023
Q2 		$269K Sell
16,448
-38
-0.2% -$614 0.04% 213
2023
Q1 		$329K Buy
16,486
+187
+1% +$4.09K 0.1% 189
2022
Q4 		$312K Buy
16,299
+3,363
+26% +$66K 0.1% 199
2022
Q3 		$232K Buy
12,936
+887
+7% +$20K 0.08% 219
2022
Q2 		$221K Buy
12,049
+347
+3% +$6.35K 0.07% 224
2022
Q1 		$283K Buy
11,702
+1,293
+12% +$25.3K 0.08% 211
2021
Q4 		$228K Buy
+10,409
New +$263K 0.06% 241

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

Patten Group's BE Position: Q2 2026 in Review

Patten Group reduced its Bloom Energy (BE) stake by 0.38% in Q2 2026, selling an estimated $2.82K and leaving 2,884 shares worth $873K. The position accounts for 0.14% of the portfolio, ranked #169.

Patten Group first reported a position in BE in Q4 2021 and has held it in 13 quarters since. 1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Patten Group held 2,884 shares of Bloom Energy worth $873K as of Q2 2026.
  • Patten Group sold 11 Bloom Energy shares in Q2 2026, an estimated $2.82K.
  • Bloom Energy made up 0.14% of Patten Group's portfolio in Q2 2026, its #169 holding.
  • Patten Group first reported a position in Bloom Energy in Q4 2021 and has held it in 13 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.