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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Patten Group's BE Position: Q1 2026 in Review

Patten Group reduced its Bloom Energy (BE) stake by 1.6% in Q1 2026, selling an estimated $6.9K and leaving 2,895 shares worth $392K. The position accounts for 0.07% of the portfolio, ranked #230.

Patten Group first reported a position in BE in Q4 2021 and has held it in 12 quarters since. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Patten Group held 2,895 shares of Bloom Energy worth $392K as of Q1 2026.
  • Patten Group sold 47 Bloom Energy shares in Q1 2026, an estimated $6.9K.
  • Bloom Energy made up 0.07% of Patten Group's portfolio in Q1 2026, its #230 holding.
  • Patten Group first reported a position in Bloom Energy in Q4 2021 and has held it in 12 quarters since.
  • 979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.