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SummitTX Capital’s Bloom Energy BE Stock Holding History

SummitTX Capital’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 		$5.26M Buy
+17,392
New +$4.46M 0.14% 178
2026
Q1 		– Sell
-13,832
Closed -$1.2M – 775
2025
Q4 		$1.2M Buy
+13,832
New +$1.45M 0.04% 384

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

SummitTX Capital's BE Position: Q2 2026 in Review

SummitTX Capital opened a new position in Bloom Energy (BE) in Q2 2026: 17,392 shares worth $5.26M. The stake represents 0.14% of the portfolio and ranks #178 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in BE as recently as Q4 2025.

SummitTX Capital first reported a position in BE in Q4 2025 and has held it in 2 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • SummitTX Capital held 17,392 shares of Bloom Energy worth $5.26M as of Q2 2026.
  • Bloom Energy was a new SummitTX Capital position in Q2 2026.
  • Bloom Energy made up 0.14% of SummitTX Capital's portfolio in Q2 2026, its #178 holding.
  • SummitTX Capital first reported a position in Bloom Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.