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Petredis Investment Advisors’s Bloom Energy BE Stock Holding History

Petredis Investment Advisors’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 		$9.63M Buy
31,822
+364
+1% +$93.3K 0.65% 34
2026
Q1 		$4.26M Buy
+31,458
New +$4.62M 0.35% 60

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

Petredis Investment Advisors's BE Position: Q2 2026 in Review

Petredis Investment Advisors increased its Bloom Energy (BE) stake by 1.2% in Q2 2026, buying an estimated $93.3K and bringing the position to 31,822 shares worth $9.63M. The position accounts for 0.65% of the portfolio, ranked #34.

Petredis Investment Advisors first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Petredis Investment Advisors held 31,822 shares of Bloom Energy worth $9.63M as of Q2 2026.
  • Petredis Investment Advisors bought 364 Bloom Energy shares in Q2 2026, an estimated $93.3K.
  • Bloom Energy made up 0.65% of Petredis Investment Advisors's portfolio in Q2 2026, its #34 holding.
  • Petredis Investment Advisors first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.