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Summit Trail Advisors’s Bloom Energy BE Stock Holding History

Summit Trail Advisors’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 		$255K Buy
+1,884
New +$277K ﹤0.01% 1330
2025
Q4 		– Sell
-3,853
Closed -$326K – 1309
2025
Q3 		$326K Buy
+3,853
New +$179K ﹤0.01% 1185

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 Trail Advisors's BE Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in Bloom Energy (BE) in Q1 2026: 1,884 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #1330 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in BE as recently as Q3 2025.

Summit Trail Advisors first reported a position in BE in Q3 2025 and has held it in 2 quarters since. The position peaked at $326K in Q3 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Summit Trail Advisors held 1,884 shares of Bloom Energy worth $255K as of Q1 2026.
  • Bloom Energy was a new Summit Trail Advisors position in Q1 2026.
  • Bloom Energy made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1330 holding.
  • Summit Trail Advisors first reported a position in Bloom Energy in Q3 2025 and has held it in 2 quarters since.
  • Summit Trail Advisors's Bloom Energy position peaked at $326K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.