Private Trust Company’s Bloom Energy BE Stock Holding History

Private Trust Company’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	$31.2K	Buy	103 +53	+106%	+$13.6K	﹤0.01%	1583
2026 Q1	$6.78K	Buy	50 +44	+733%	+$6.46K	﹤0.01%	2103
2025 Q4	$521	Buy	+6	New	+$630	﹤0.01%	2460
2025 Q1	–	Sell	-59	Closed	-$1.31K	–	2476
2024 Q4	$1.31K	Buy	+59	New	+$1.03K	﹤0.01%	2216
2024 Q3	–	Sell	-3,000	Closed	-$36.7K	–	2291
2024 Q2	$36.7K	Hold	3,000	–	–	﹤0.01%	1224
2024 Q1	$33.7K	Hold	3,000	–	–	﹤0.01%	1254
2023 Q4	$44.4K	Hold	3,000	–	–	0.01%	1106
2023 Q3	$39.8K	Hold	3,000	–	–	0.01%	1105
2023 Q2	$49K	Hold	3,000	–	–	0.01%	1039
2023 Q1	$59.8K	Hold	3,000	–	–	0.01%	929
2022 Q4	$57K	Buy	+3,000	New	+$58.9K	0.01%	909

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 $3.38T AUM 44.17% 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

Private Trust Company's BE Position: Q2 2026 in Review

Private Trust Company increased its Bloom Energy (BE) stake by 106% in Q2 2026, buying an estimated $13.6K and bringing the position to 103 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Private Trust Company first reported a position in BE in Q4 2022 and has held it in 11 quarters since. The position peaked at $59.8K in Q1 2023. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Private Trust Company held 103 shares of Bloom Energy worth $31.2K as of Q2 2026.
Private Trust Company bought 53 Bloom Energy shares in Q2 2026, an estimated $13.6K.
Bloom Energy made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1583 holding.
Private Trust Company first reported a position in Bloom Energy in Q4 2022 and has held it in 11 quarters since.
Private Trust Company's Bloom Energy position peaked at $59.8K in Q1 2023.
1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.