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Trivest Advisors’s Bloom Energy BE Stock Holding History

Trivest Advisors’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 		$239M Sell
788,400
-191,600
-20% -$49.1M 7.5% 6
2026
Q1 		$133M Sell
980,000
-145,000
-13% -$21.3M 9.56% 5
2025
Q4 		$97.8M Sell
1,125,000
-2,295,000
-67% -$241M 4.46% 9
2025
Q3 		$289M Buy
3,420,000
+3,201,000
+1,462% +$149M 9.23% 2
2025
Q2 		$5.24M Sell
219,000
-415,400
-65% -$8.04M 0.2% 32
2025
Q1 		$12.5M Sell
634,400
-740,600
-54% -$17.7M 1.06% 13
2024
Q4 		$30.5M Buy
+1,375,000
New +$24.1M 1.39% 26

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

Trivest Advisors's BE Position: Q2 2026 in Review

Trivest Advisors reduced its Bloom Energy (BE) stake by 20% in Q2 2026, selling an estimated $49.1M and leaving 788,400 shares worth $239M. The position accounts for 7.5% of the portfolio, ranked #6.

Trivest Advisors first reported a position in BE in Q4 2024 and has held it in 7 quarters since. The position peaked at $289M in Q3 2025. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Trivest Advisors held 788,400 shares of Bloom Energy worth $239M as of Q2 2026.
  • Trivest Advisors sold 191,600 Bloom Energy shares in Q2 2026, an estimated $49.1M.
  • Bloom Energy made up 7.5% of Trivest Advisors's portfolio in Q2 2026, its #6 holding.
  • Trivest Advisors first reported a position in Bloom Energy in Q4 2024 and has held it in 7 quarters since.
  • Trivest Advisors's Bloom Energy position peaked at $289M in Q3 2025.
  • 1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Trivest Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.