Tompkins Financial’s Bloom Energy BE Stock Holding History

Tompkins Financial’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	–	Sell	-143	Closed	-$19.4K	–	556
2026 Q1	$19.4K	Buy	+143	New	+$21K	﹤0.01%	399
2024 Q4	–	Sell	-300	Closed	-$3.17K	–	535
2024 Q3	$3.17K	Buy	+300	New	+$3.56K	﹤0.01%	530

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Tompkins Financial's BE Position: Q2 2026 in Review

Tompkins Financial sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 143 shares — an estimated $19.4K sold.

Tompkins Financial first reported a position in BE in Q3 2024 and held it in 2 quarters. The position peaked at $19.4K in Q1 2026. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Tompkins Financial reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
Tompkins Financial sold 143 Bloom Energy shares in Q2 2026, an estimated $19.4K.
Tompkins Financial first reported a position in Bloom Energy in Q3 2024 and held it in 2 quarters.
Tompkins Financial's Bloom Energy position peaked at $19.4K in Q1 2026.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.