Valliance Asset Management’s Bloom Energy BE Stock Holding History

Valliance Asset 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 Q1	–	Sell	-88,000	Closed	-$7.65M	–	10
2025 Q4	$7.65M	Buy	+88,000	New	+$9.25M	3.18%	9

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Valliance Asset Management's BE Position: Q1 2026 in Review

Valliance Asset Management sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 88,000 shares — an estimated $7.65M sold.

Valliance Asset Management first reported a position in BE in Q4 2025 and held it in 1 quarter. The position peaked at $7.65M in Q4 2025. 983 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Valliance Asset Management reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
Valliance Asset Management sold 88,000 Bloom Energy shares in Q1 2026, an estimated $7.65M.
Valliance Asset Management first reported a position in Bloom Energy in Q4 2025 and held it in 1 quarter.
Valliance Asset Management's Bloom Energy position peaked at $7.65M in Q4 2025.
983 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Valliance Asset Management's 13F filing for Q1 2026, filed 12 May 2026.