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TFC Financial Management’s Bloom Energy BE Stock Holding History

TFC Financial Management’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 		$196K Buy
649
+31
+5% +$7.94K 0.02% 148
2026
Q1 		$83.7K Buy
618
+51
+9% +$7.49K 0.01% 220
2025
Q4 		$49.3K Buy
567
+566
+56,600% +$59.5K 0.01% 273
2025
Q3 		$85 Hold
1
– – ﹤0.01% 918
2025
Q2 		$24 Hold
1
– – ﹤0.01% 967
2025
Q1 		$20 Hold
1
– – ﹤0.01% 939
2024
Q4 		$23 Hold
1
– – ﹤0.01% 946
2024
Q3 		$11 Buy
+1
New +$12 ﹤0.01% 997

Other funds holding BE

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

TFC Financial Management's BE Position: Q2 2026 in Review

TFC Financial Management increased its Bloom Energy (BE) stake by 5% in Q2 2026, buying an estimated $7.94K and bringing the position to 649 shares worth $196K. The position accounts for 0.02% of the portfolio, ranked #148.

TFC Financial Management first reported a position in BE in Q3 2024 and has held it in 8 quarters since. 578 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • TFC Financial Management held 649 shares of Bloom Energy worth $196K as of Q2 2026.
  • TFC Financial Management bought 31 Bloom Energy shares in Q2 2026, an estimated $7.94K.
  • Bloom Energy made up 0.02% of TFC Financial Management's portfolio in Q2 2026, its #148 holding.
  • TFC Financial Management first reported a position in Bloom Energy in Q3 2024 and has held it in 8 quarters since.
  • 578 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.