Values First Advisors’s Bloom Energy BE Stock Holding History

Values First 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 Q3	$495K	Sell	1,786 -38	-2%	-$8.98K	0.23%	109
2026 Q2	$552K	Buy	1,824 +123	+7%	+$31.5K	0.25%	109
2026 Q1	$231K	Buy	+1,701	New	+$250K	0.12%	154

Other funds holding BE

ECP

Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Values First Advisors's BE Position: Q3 2026 in Review

Values First Advisors reduced its Bloom Energy (BE) stake by 2.1% in Q3 2026, selling an estimated $8.98K and leaving 1,786 shares worth $495K. The position accounts for 0.23% of the portfolio, ranked #109.

Values First Advisors first reported a position in BE in Q1 2026 and has held it in 3 quarters since. The position peaked at $552K in Q2 2026. 434 funds tracked by Wall St. Rank hold BE as of Q3 2026.

Values First Advisors held 1,786 shares of Bloom Energy worth $495K as of Q3 2026.
Values First Advisors sold 38 Bloom Energy shares in Q3 2026, an estimated $8.98K.
Bloom Energy made up 0.23% of Values First Advisors's portfolio in Q3 2026, its #109 holding.
Values First Advisors first reported a position in Bloom Energy in Q1 2026 and has held it in 3 quarters since.
Values First Advisors's Bloom Energy position peaked at $552K in Q2 2026.
434 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.