Savant Capital
BE icon

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
Q3 		$4.13M Buy
14,917
+10,686
+253% +$2.52M 0.01% 556
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return

Savant Capital's BE Position: Q3 2026 in Review

Savant Capital increased its Bloom Energy (BE) stake by 253% in Q3 2026, buying an estimated $2.52M and bringing the position to 14,917 shares worth $4.13M. The position accounts for 0.01% of the portfolio, ranked #556.

Savant Capital first reported a position in BE in Q3 2024 and has held it in 4 quarters since. 1,130 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Savant Capital held 14,917 shares of Bloom Energy worth $4.13M as of Q3 2026.
  • Savant Capital bought 10,686 Bloom Energy shares in Q3 2026, an estimated $2.52M.
  • Bloom Energy made up 0.01% of Savant Capital's portfolio in Q3 2026, its #556 holding.
  • Savant Capital first reported a position in Bloom Energy in Q3 2024 and has held it in 4 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.