SHIM
BE icon

Stone House Investment Management’s Bloom Energy BE Stock Holding History

Stone House Investment Management’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 		$7.04K Buy
52
+21
+68% +$3.08K ﹤0.01% 403
2025
Q4 		$2.69K Buy
+31
New +$3.26K ﹤0.01% 522
2023
Q3 		– Sell
-58
Closed -$948 – 341
2023
Q2 		$948 Buy
+58
New +$937 ﹤0.01% 305

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stone House Investment Management's BE Position: Q1 2026 in Review

Stone House Investment Management increased its Bloom Energy (BE) stake by 68% in Q1 2026, buying an estimated $3.08K and bringing the position to 52 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Stone House Investment Management first reported a position in BE in Q2 2023 and has held it in 3 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Stone House Investment Management held 52 shares of Bloom Energy worth $7.04K as of Q1 2026.
  • Stone House Investment Management bought 21 Bloom Energy shares in Q1 2026, an estimated $3.08K.
  • Bloom Energy made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #403 holding.
  • Stone House Investment Management first reported a position in Bloom Energy in Q2 2023 and has held it in 3 quarters since.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.