Summit Securities Group
BE icon

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
Q1 		– Sell
-200
Closed -$17.4K – 1062
2025
Q4 		$17.4K Buy
+200
New +$21K ﹤0.01% 823
2025
Q1 		– Sell
-60,000
Closed -$1.33M – 808
2024
Q4 		$1.33M Buy
+60,000
New +$1.05M 0.27% 58

Other funds holding BE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Summit Securities Group's BE Position: Q3 2026 in Review

Summit Securities Group increased its Bloom Energy (BE) stake by 0.56% in Q3 2026, buying an estimated $68.7K and bringing the position to 51,989 shares worth $14.4M. The position accounts for 1.36% of the portfolio, ranked #14.

Summit Securities Group first reported a position in BE in Q4 2022 and has held it in 6 quarters since. The position peaked at $15.6M in Q2 2026. 823 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Summit Securities Group held 51,989 shares of Bloom Energy worth $14.4M as of Q3 2026.
  • Summit Securities Group bought 291 Bloom Energy shares in Q3 2026, an estimated $68.7K.
  • Bloom Energy made up 1.36% of Summit Securities Group's portfolio in Q3 2026, its #14 holding.
  • Summit Securities Group first reported a position in Bloom Energy in Q4 2022 and has held it in 6 quarters since.
  • Summit Securities Group's Bloom Energy position peaked at $15.6M in Q2 2026.
  • 823 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.