S&CO Inc’s Bloom Energy BE Stock Holding History

S&CO Inc’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	$605K	Sell	2,000 -2,000	-50%	-$512K	0.04%	164
2026 Q1	$541K	Sell	4,000 -1,000	-20%	-$147K	0.03%	163
2025 Q4	$434K	Sell	5,000 -5,000	-50%	-$525K	0.03%	171
2025 Q3	$845K	Hold	10,000	–	–	0.05%	152
2025 Q2	$239K	Hold	10,000	–	–	0.02%	209
2025 Q1	$196K	Hold	10,000	–	–	0.01%	212
2024 Q4	$222K	Hold	10,000	–	–	0.02%	199
2024 Q3	$105K	Buy	+10,000	New	+$119K	0.01%	218

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

S&CO Inc's BE Position: Q2 2026 in Review

S&CO Inc reduced its Bloom Energy (BE) stake by 50% in Q2 2026, selling an estimated $512K and leaving 2,000 shares worth $605K. The position accounts for 0.04% of the portfolio, ranked #164.

S&CO Inc first reported a position in BE in Q3 2024 and has held it in 8 quarters since. The position peaked at $845K in Q3 2025. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

S&CO Inc held 2,000 shares of Bloom Energy worth $605K as of Q2 2026.
S&CO Inc sold 2,000 Bloom Energy shares in Q2 2026, an estimated $512K.
Bloom Energy made up 0.04% of S&CO Inc's portfolio in Q2 2026, its #164 holding.
S&CO Inc first reported a position in Bloom Energy in Q3 2024 and has held it in 8 quarters since.
S&CO Inc's Bloom Energy position peaked at $845K in Q3 2025.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.