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Summit Securities Group’s Bloom Energy BE Stock Holding History

Summit Securities Group’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 		$15.6M Buy
51,698
+598
+1% +$153K 1.5% 17
2026
Q1 		$6.92M Sell
51,100
-27,000
-35% -$3.96M 0.85% 20
2025
Q4 		$6.79M Buy
+78,100
New +$8.21M 0.88% 21
2025
Q1 		– Sell
-7,000
Closed -$155K – 807
2024
Q4 		$155K Buy
+7,000
New +$123K 0.03% 202
2023
Q1 		– Sell
-9,427
Closed -$180K – 825
2022
Q4 		$180K Buy
+9,427
New +$185K 0.01% 505

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

Summit Securities Group's BE Position: Q2 2026 in Review

Summit Securities Group increased its Bloom Energy (BE) stake by 1.2% in Q2 2026, buying an estimated $153K and bringing the position to 51,698 shares worth $15.6M. The position accounts for 1.5% of the portfolio, ranked #17.

Summit Securities Group first reported a position in BE in Q4 2022 and has held it in 5 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Summit Securities Group held 51,698 shares of Bloom Energy worth $15.6M as of Q2 2026.
  • Summit Securities Group bought 598 Bloom Energy shares in Q2 2026, an estimated $153K.
  • Bloom Energy made up 1.5% of Summit Securities Group's portfolio in Q2 2026, its #17 holding.
  • Summit Securities Group first reported a position in Bloom Energy in Q4 2022 and has held it in 5 quarters since.
  • 1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.