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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
Q2 		$900K Buy
2,975
+1,091
+58% +$280K 0.01% 1028
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 $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 Trail Advisors's BE Position: Q2 2026 in Review

Summit Trail Advisors increased its Bloom Energy (BE) stake by 58% in Q2 2026, buying an estimated $280K and bringing the position to 2,975 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #1028.

Summit Trail Advisors first reported a position in BE in Q3 2025 and has held it in 3 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Summit Trail Advisors held 2,975 shares of Bloom Energy worth $900K as of Q2 2026.
  • Summit Trail Advisors bought 1,091 Bloom Energy shares in Q2 2026, an estimated $280K.
  • Bloom Energy made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1028 holding.
  • Summit Trail Advisors first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.