Portland Investment Counsel’s Bloom Energy BE Stock Holding History

Portland Investment Counsel’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	$3.63M	Sell	12,000 -6,000	-33%	-$1.54M	1.01%	13
2026 Q1	$2.44M	Hold	18,000	–	–	0.78%	17
2025 Q4	$1.56M	Hold	18,000	–	–	0.47%	25
2025 Q3	$1.52M	Hold	18,000	–	–	0.42%	24
2025 Q2	$399K	Buy	18,000 +3,000	+20%	+$58.1K	0.12%	40
2025 Q1	$295K	Buy	+15,000	New	+$358K	0.09%	43

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

Portland Investment Counsel's BE Position: Q2 2026 in Review

Portland Investment Counsel reduced its Bloom Energy (BE) stake by 33% in Q2 2026, selling an estimated $1.54M and leaving 12,000 shares worth $3.63M. The position accounts for 1.01% of the portfolio, ranked #13.

Portland Investment Counsel first reported a position in BE in Q1 2025 and has held it in 6 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Portland Investment Counsel held 12,000 shares of Bloom Energy worth $3.63M as of Q2 2026.
Portland Investment Counsel sold 6,000 Bloom Energy shares in Q2 2026, an estimated $1.54M.
Bloom Energy made up 1.01% of Portland Investment Counsel's portfolio in Q2 2026, its #13 holding.
Portland Investment Counsel first reported a position in Bloom Energy in Q1 2025 and has held it in 6 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Portland Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.