Udine Wealth Management’s Bloom Energy BE Stock Holding History

Udine Wealth 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	$5.67M	Sell	18,723 -13,535	-42%	-$3.47M	2.33%	10
2026 Q1	$4.37M	Sell	32,258 -5,168	-14%	-$758K	2.14%	12
2025 Q4	$3.25M	Sell	37,426 -25,541	-41%	-$2.68M	1.54%	17
2025 Q3	$5.33M	Buy	62,967 +13,684	+28%	+$635K	2.56%	11
2025 Q2	$1.18M	Buy	49,283 +8,886	+22%	+$172K	0.62%	32
2025 Q1	$794K	Buy	+40,397	New	+$964K	0.53%	28

Other funds holding BE

ECP

Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Udine Wealth Management's BE Position: Q2 2026 in Review

Udine Wealth Management reduced its Bloom Energy (BE) stake by 42% in Q2 2026, selling an estimated $3.47M and leaving 18,723 shares worth $5.67M. The position accounts for 2.33% of the portfolio, ranked #10.

Udine Wealth Management first reported a position in BE in Q1 2025 and has held it in 6 quarters since. 468 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Udine Wealth Management held 18,723 shares of Bloom Energy worth $5.67M as of Q2 2026.
Udine Wealth Management sold 13,535 Bloom Energy shares in Q2 2026, an estimated $3.47M.
Bloom Energy made up 2.33% of Udine Wealth Management's portfolio in Q2 2026, its #10 holding.
Udine Wealth Management first reported a position in Bloom Energy in Q1 2025 and has held it in 6 quarters since.
468 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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