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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
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

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

Summit Securities Group's BE Position: Q1 2026 in Review

Summit Securities Group reduced its Bloom Energy (BE) stake by 35% in Q1 2026, selling an estimated $3.96M and leaving 51,100 shares worth $6.92M. The position accounts for 0.85% of the portfolio, ranked #20.

Summit Securities Group first reported a position in BE in Q4 2022 and has held it in 4 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Summit Securities Group held 51,100 shares of Bloom Energy worth $6.92M as of Q1 2026.
  • Summit Securities Group sold 27,000 Bloom Energy shares in Q1 2026, an estimated $3.96M.
  • Bloom Energy made up 0.85% of Summit Securities Group's portfolio in Q1 2026, its #20 holding.
  • Summit Securities Group first reported a position in Bloom Energy in Q4 2022 and has held it in 4 quarters since.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.