Tradewinds LLC’s Bloom Energy BE Stock Holding History

Tradewinds LLC’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	-4,684	Closed	-$1.36M	–	218
2026 Q1	$1.36M	Buy	+4,684	New	+$687K	0.44%	39
2023 Q1	–	Sell	-8,581	Closed	-$313K	–	130
2022 Q4	$313K	Buy	+8,581	New	+$169K	0.2%	86

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 LLC's BE Position: Q2 2026 in Review

Tradewinds LLC sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 4,684 shares — an estimated $1.36M sold.

Tradewinds LLC first reported a position in BE in Q4 2022 and held it in 2 quarters. The position peaked at $1.36M in Q1 2026. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Tradewinds LLC reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
Tradewinds LLC sold 4,684 Bloom Energy shares in Q2 2026, an estimated $1.36M.
Tradewinds LLC first reported a position in Bloom Energy in Q4 2022 and held it in 2 quarters.
Tradewinds LLC's Bloom Energy position peaked at $1.36M in Q1 2026.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.