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TS Financial Group (TSFG)’s Bloom Energy BE Stock Holding History

TS Financial Group (TSFG)’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 		$4.46M Sell
14,734
-119
-0.8% -$30.5K 0.56% 43
2026
Q1 		$2.01M Sell
14,853
-125
-0.8% -$18.3K 0.31% 54
2025
Q4 		$1.3M Buy
14,978
+2,346
+19% +$246K 0.19% 71
2025
Q3 		$1.07M Buy
12,632
+600
+5% +$27.9K 0.17% 85
2025
Q2 		$288K Hold
12,032
– – 0.05% 143
2025
Q1 		$237K Hold
12,032
– – 0.05% 145
2024
Q4 		$267K Buy
12,032
+2,026
+20% +$35.5K 0.05% 135
2024
Q3 		$106K Hold
10,006
– – 0.02% 208
2024
Q2 		$122K Hold
10,006
– – 0.03% 177
2024
Q1 		$112K Hold
10,006
– – 0.03% 187
2023
Q4 		$148K Buy
10,006
+1,000
+11% +$12.5K 0.05% 164
2023
Q3 		$119K Hold
9,006
– – 0.04% 174
2023
Q2 		$147K Hold
9,006
– – 0.05% 152
2023
Q1 		$179K Hold
9,006
– – 0.07% 134
2022
Q4 		$172K Sell
9,006
-1,000
-10% -$19.6K 0.07% 141
2022
Q3 		$200K Hold
10,006
– – 0.09% 113
2022
Q2 		$165K Sell
10,006
-35
-0.3% -$641 0.07% 131
2022
Q1 		$242K Sell
10,041
-2,087
-17% -$40.8K 0.09% 106
2021
Q4 		$266K Hold
12,128
– – 0.09% 104
2021
Q3 		$227K Hold
12,128
– – 0.09% 111
2021
Q2 		$326K Buy
12,128
+205
+2% +$4.97K 0.13% 88
2021
Q1 		$323K Buy
11,923
+30
+0.3% +$978 0.16% 73
2020
Q4 		$341K Sell
11,893
-1,750
-13% -$37.4K 0.18% 68
2020
Q3 		$245K Buy
13,643
+2,687
+25% +$40.1K 0.15% 81
2020
Q2 		$119K Buy
10,956
+2,026
+23% +$15.8K 0.08% 126
2020
Q1 		$47K Hold
8,930
– – 0.04% 208
2019
Q4 		$67K Hold
8,930
– – 0.05% 194
2019
Q3 		$29K Buy
8,930
+4,629
+108% +$34.6K 0.02% 271
2019
Q2 		$53K Hold
4,301
– – 0.04% 207
2019
Q1 		$56K Buy
+4,301
New +$52.6K 0.05% 192

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

TS Financial Group (TSFG)'s BE Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its Bloom Energy (BE) stake by 0.8% in Q2 2026, selling an estimated $30.5K and leaving 14,734 shares worth $4.46M. The position accounts for 0.56% of the portfolio, ranked #43.

TS Financial Group (TSFG) first reported a position in BE in Q1 2019 and has held it in 30 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • TS Financial Group (TSFG) held 14,734 shares of Bloom Energy worth $4.46M as of Q2 2026.
  • TS Financial Group (TSFG) sold 119 Bloom Energy shares in Q2 2026, an estimated $30.5K.
  • Bloom Energy made up 0.56% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #43 holding.
  • TS Financial Group (TSFG) first reported a position in Bloom Energy in Q1 2019 and has held it in 30 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.