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Sovran Advisors’s Bloom Energy BE Stock Holding History

Sovran Advisors’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 		$793K Sell
4,756
-1,667
-26% -$427K 0.06% 288
2026
Q1 		$1.82M Sell
6,423
-291
-4% -$42.7K 0.14% 163
2025
Q4 		$934K Buy
6,714
+45
+0.7% +$4.73K 0.08% 248
2025
Q3 		$853K Buy
+6,669
New +$310K 0.08% 239

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

Sovran Advisors's BE Position: Q2 2026 in Review

Sovran Advisors reduced its Bloom Energy (BE) stake by 26% in Q2 2026, selling an estimated $427K and leaving 4,756 shares worth $793K. The position accounts for 0.06% of the portfolio, ranked #288.

Sovran Advisors first reported a position in BE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.82M in Q1 2026. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Sovran Advisors held 4,756 shares of Bloom Energy worth $793K as of Q2 2026.
  • Sovran Advisors sold 1,667 Bloom Energy shares in Q2 2026, an estimated $427K.
  • Bloom Energy made up 0.06% of Sovran Advisors's portfolio in Q2 2026, its #288 holding.
  • Sovran Advisors first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • Sovran Advisors's Bloom Energy position peaked at $1.82M in Q1 2026.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.