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Savant Capital’s Bloom Energy BE Stock Holding History

Savant Capital’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 		$1.05M Buy
+4,231
New +$1.08M ﹤0.01% 862
2025
Q1 		– Sell
-13,221
Closed -$294K – 1116
2024
Q4 		$294K Hold
13,221
– – ﹤0.01% 1128
2024
Q3 		$140K Buy
+13,221
New +$157K ﹤0.01% 1320

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

Savant Capital's BE Position: Q2 2026 in Review

Savant Capital opened a new position in Bloom Energy (BE) in Q2 2026: 4,231 shares worth $1.05M. The stake represents ﹤0.01% of the portfolio and ranks #862 among its holdings. This is a return to the name: Savant Capital previously reported a position in BE as recently as Q4 2024.

Savant Capital first reported a position in BE in Q3 2024 and has held it in 3 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Savant Capital held 4,231 shares of Bloom Energy worth $1.05M as of Q2 2026.
  • Bloom Energy was a new Savant Capital position in Q2 2026.
  • Bloom Energy made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #862 holding.
  • Savant Capital first reported a position in Bloom Energy in Q3 2024 and has held it in 3 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.