Viking Fund Management’s Bloom Energy BE Stock Holding History

Viking Fund 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	-12,000	Closed	-$1.04M	–	143
2025 Q4	$1.04M	Buy	+12,000	New	+$1.26M	0.12%	119
2022 Q3	–	Sell	-35,000	Closed	-$578K	–	114
2022 Q2	$578K	Hold	35,000	–	–	0.13%	117
2022 Q1	$845K	Hold	35,000	–	–	0.19%	113
2021 Q4	$768K	Sell	35,000 -3,000	-8%	-$75.9K	0.2%	106
2021 Q3	$711K	Hold	38,000	–	–	0.21%	109
2021 Q2	$1.02M	Buy	38,000 +4,000	+12%	+$97K	0.29%	103
2021 Q1	$920K	Sell	34,000 -2,000	-6%	-$65.2K	0.27%	104
2020 Q4	$1.03M	Buy	+36,000	New	+$768K	0.33%	91

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

Viking Fund Management's BE Position: Q1 2026 in Review

Viking Fund Management sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 12,000 shares — an estimated $1.04M sold.

Viking Fund Management first reported a position in BE in Q4 2020 and held it in 8 quarters. The position peaked at $1.04M in Q4 2025. 982 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Viking Fund Management reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
Viking Fund Management sold 12,000 Bloom Energy shares in Q1 2026, an estimated $1.04M.
Viking Fund Management first reported a position in Bloom Energy in Q4 2020 and held it in 8 quarters.
Viking Fund Management's Bloom Energy position peaked at $1.04M in Q4 2025.
982 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Viking Fund Management's 13F filing for Q1 2026, filed 10 Apr 2026.