Perigon Wealth Management’s Bloom Energy BE Stock Holding History

Perigon Wealth Management’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	$723K	Buy	2,388 +574	+32%	+$147K	0.01%	713
2026 Q1	$246K	Buy	+1,814	New	+$266K	﹤0.01%	1107
2025 Q4	–	Sell	-3,665	Closed	-$310K	–	1313
2025 Q3	$310K	Buy	+3,665	New	+$170K	0.01%	937
2021 Q1	–	Sell	-700	Closed	-$20K	–	539
2020 Q4	$20K	Buy	+700	New	+$14.9K	﹤0.01%	1039

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

Perigon Wealth Management's BE Position: Q2 2026 in Review

Perigon Wealth Management increased its Bloom Energy (BE) stake by 32% in Q2 2026, buying an estimated $147K and bringing the position to 2,388 shares worth $723K. The position accounts for 0.01% of the portfolio, ranked #713.

Perigon Wealth Management first reported a position in BE in Q4 2020 and has held it in 4 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Perigon Wealth Management held 2,388 shares of Bloom Energy worth $723K as of Q2 2026.
Perigon Wealth Management bought 574 Bloom Energy shares in Q2 2026, an estimated $147K.
Bloom Energy made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #713 holding.
Perigon Wealth Management first reported a position in Bloom Energy in Q4 2020 and has held it in 4 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.