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Rothschild Investment LLC’s Bloom Energy BE Stock Holding History

Rothschild Investment LLC’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 		$161K Sell
533
-113
-17% -$29K 0.01% 919
2026
Q1 		$87.5K Buy
646
+65
+11% +$9.54K ﹤0.01% 938
2025
Q4 		$50.5K Sell
581
-99
-15% -$10.4K ﹤0.01% 1016
2025
Q3 		$57.5K Buy
680
+290
+74% +$13.5K ﹤0.01% 954
2025
Q2 		$9.33K Buy
390
+60
+18% +$1.16K ﹤0.01% 1244
2025
Q1 		$6.49K Buy
330
+100
+43% +$2.39K ﹤0.01% 1321
2024
Q4 		$5.11K Buy
230
+15
+7% +$263 ﹤0.01% 1341
2024
Q3 		$2.27K Buy
215
+120
+126% +$1.42K ﹤0.01% 1654
2024
Q2 		$1.16K Buy
95
+75
+375% +$956 ﹤0.01% 1583
2024
Q1 		$225 Buy
+20
New +$220 ﹤0.01% 1696

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
GAMA
Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Rothschild Investment LLC's BE Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Bloom Energy (BE) stake by 17% in Q2 2026, selling an estimated $29K and leaving 533 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #919.

Rothschild Investment LLC first reported a position in BE in Q1 2024 and has held it in 10 quarters since. 996 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Rothschild Investment LLC held 533 shares of Bloom Energy worth $161K as of Q2 2026.
  • Rothschild Investment LLC sold 113 Bloom Energy shares in Q2 2026, an estimated $29K.
  • Bloom Energy made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #919 holding.
  • Rothschild Investment LLC first reported a position in Bloom Energy in Q1 2024 and has held it in 10 quarters since.
  • 996 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.