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Somerset Trust’s Bloom Energy BE Stock Holding History

Somerset 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
Q2 		$303K Buy
+1,000
New +$256K 0.09% 139

Other funds holding BE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Somerset Trust's BE Position: Q2 2026 in Review

Somerset Trust opened a new position in Bloom Energy (BE) in Q2 2026: 1,000 shares worth $303K. The stake represents 0.09% of the portfolio and ranks #139 among its holdings.

211 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Somerset Trust held 1,000 shares of Bloom Energy worth $303K as of Q2 2026.
  • Bloom Energy was a new Somerset Trust position in Q2 2026.
  • Bloom Energy made up 0.09% of Somerset Trust's portfolio in Q2 2026, its #139 holding.
  • 211 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Somerset Trust's 13F filing for Q2 2026, filed 6 Jul 2026.