Smithfield Trust’s Bloom Energy BE Stock Holding History

Smithfield Trust’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 Q1	$1.45M	Hold	10,721	–	–	0.06%	137
2025 Q4	$932K	Hold	10,721	–	–	0.04%	165
2025 Q3	$907K	Hold	10,721	–	–	0.04%	164
2025 Q2	$257K	Hold	10,721	–	–	0.01%	307
2025 Q1	$211K	Hold	10,721	–	–	0.01%	330
2024 Q4	$237K	Hold	10,721	–	–	0.01%	312
2024 Q3	$112K	Hold	10,721	–	–	0.01%	440
2024 Q2	$132K	Buy	10,721 +2,304	+27%	+$29.4K	0.01%	396
2024 Q1	$94K	Hold	8,417	–	–	0.01%	462
2023 Q4	$124K	Hold	8,417	–	–	0.01%	390
2023 Q3	$112K	Hold	8,417	–	–	0.01%	394
2023 Q2	$138K	Hold	8,417	–	–	0.01%	364
2023 Q1	$168K	Hold	8,417	–	–	0.01%	325
2022 Q4	$160K	Hold	8,417	–	–	0.01%	330
2022 Q3	$168K	Hold	8,417	–	–	0.01%	301
2022 Q2	$138K	Hold	8,417	–	–	0.01%	350
2022 Q1	$204K	Hold	8,417	–	–	0.01%	307
2021 Q4	$184K	Hold	8,417	–	–	0.01%	334
2021 Q3	$158K	Hold	8,417	–	–	0.01%	351
2021 Q2	$226K	Hold	8,417	–	–	0.02%	293
2021 Q1	$228K	Hold	8,417	–	–	0.02%	284
2020 Q4	$241K	Hold	8,417	–	–	0.02%	269
2020 Q3	$151K	Hold	8,417	–	–	0.01%	327
2020 Q2	$92K	Hold	8,417	–	–	0.01%	397
2020 Q1	$44K	Hold	8,417	–	–	﹤0.01%	466
2019 Q4	$63K	Hold	8,417	–	–	0.01%	480
2019 Q3	$27K	Hold	8,417	–	–	﹤0.01%	603
2019 Q2	$103K	Sell	8,417 -4,183	-33%	-$51.3K	0.01%	399
2019 Q1	$163K	Buy	+12,600	New	+$154K	0.02%	289

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Smithfield Trust's BE Position: Q1 2026 in Review

Smithfield Trust held its Bloom Energy (BE) position steady in Q1 2026 at 10,721 shares worth $1.45M. The position accounts for 0.06% of the portfolio, ranked #137.

Smithfield Trust first reported a position in BE in Q1 2019 and has held it in 29 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Smithfield Trust held 10,721 shares of Bloom Energy worth $1.45M as of Q1 2026.
Smithfield Trust left its Bloom Energy share count unchanged in Q1 2026.
Bloom Energy made up 0.06% of Smithfield Trust's portfolio in Q1 2026, its #137 holding.
Smithfield Trust first reported a position in Bloom Energy in Q1 2019 and has held it in 29 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.