Perigon Wealth Management
BE icon

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
Q3 		$1.07M Buy
3,877
+1,489
+62% +$352K 0.02% 578
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

ECP
Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Perigon Wealth Management's BE Position: Q3 2026 in Review

Perigon Wealth Management increased its Bloom Energy (BE) stake by 62% in Q3 2026, buying an estimated $352K and bringing the position to 3,877 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #578.

Perigon Wealth Management first reported a position in BE in Q4 2020 and has held it in 5 quarters since. 353 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Perigon Wealth Management held 3,877 shares of Bloom Energy worth $1.07M as of Q3 2026.
  • Perigon Wealth Management bought 1,489 Bloom Energy shares in Q3 2026, an estimated $352K.
  • Bloom Energy made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #578 holding.
  • Perigon Wealth Management first reported a position in Bloom Energy in Q4 2020 and has held it in 5 quarters since.
  • 353 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.