Tradewinds Capital Management’s Bloom Energy BE Stock Holding History

Tradewinds Capital 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	$4.54K	Hold	15	–	–	﹤0.01%	487
2026 Q1	$2.03K	Buy	+15	New	+$2.2K	﹤0.01%	557
2021 Q4	–	Sell	-294	Closed	-$6K	–	773
2021 Q3	$6K	Hold	294	–	–	﹤0.01%	523
2021 Q2	$8K	Buy	+294	New	+$7.13K	﹤0.01%	506

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

Tradewinds Capital Management's BE Position: Q2 2026 in Review

Tradewinds Capital Management held its Bloom Energy (BE) position steady in Q2 2026 at 15 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Tradewinds Capital Management first reported a position in BE in Q2 2021 and has held it in 4 quarters since. The position peaked at $8K in Q2 2021. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Tradewinds Capital Management held 15 shares of Bloom Energy worth $4.54K as of Q2 2026.
Tradewinds Capital Management left its Bloom Energy share count unchanged in Q2 2026.
Bloom Energy made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #487 holding.
Tradewinds Capital Management first reported a position in Bloom Energy in Q2 2021 and has held it in 4 quarters since.
Tradewinds Capital Management's Bloom Energy position peaked at $8K in Q2 2021.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.