Summit Financial’s Bloom Energy BE Stock Holding History

Summit Financial’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	$2.08M	Buy	6,877 +1,933	+39%	+$495K	0.02%	626
2026 Q1	$670K	Buy	+4,944	New	+$726K	0.01%	913

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Summit Financial's BE Position: Q2 2026 in Review

Summit Financial increased its Bloom Energy (BE) stake by 39% in Q2 2026, buying an estimated $495K and bringing the position to 6,877 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #626.

Summit Financial first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Summit Financial held 6,877 shares of Bloom Energy worth $2.08M as of Q2 2026.
Summit Financial bought 1,933 Bloom Energy shares in Q2 2026, an estimated $495K.
Bloom Energy made up 0.02% of Summit Financial's portfolio in Q2 2026, its #626 holding.
Summit Financial first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.