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Trust Investment Advisors’s Bloom Energy BE Stock Holding History

Trust Investment 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 		$5.22M Buy
17,236
+210
+1% +$53.8K 2.49% 10
2026
Q1 		$2.31M Buy
17,026
+740
+5% +$109K 1.35% 18
2025
Q4 		$1.42M Buy
16,286
+2,135
+15% +$224K 0.75% 44
2025
Q3 		$1.2M Buy
+14,151
New +$657K 0.67% 47

Other funds holding BE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Trust Investment Advisors's BE Position: Q2 2026 in Review

Trust Investment Advisors increased its Bloom Energy (BE) stake by 1.2% in Q2 2026, buying an estimated $53.8K and bringing the position to 17,236 shares worth $5.22M. The position accounts for 2.49% of the portfolio, ranked #10.

Trust Investment Advisors first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 308 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Trust Investment Advisors held 17,236 shares of Bloom Energy worth $5.22M as of Q2 2026.
  • Trust Investment Advisors bought 210 Bloom Energy shares in Q2 2026, an estimated $53.8K.
  • Bloom Energy made up 2.49% of Trust Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Trust Investment Advisors first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 308 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Trust Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.