Virtue Capital Management’s Bloom Energy BE Stock Holding History

Virtue Capital 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	-4,926	Closed	-$486K	–	329
2025 Q4	$486K	Buy	+4,926	New	+$518K	0.07%	169

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Virtue Capital Management's BE Position: Q1 2026 in Review

Virtue Capital Management sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 4,926 shares — an estimated $486K sold.

Virtue Capital Management first reported a position in BE in Q4 2025 and held it in 1 quarter. The position peaked at $486K in Q4 2025. 981 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Virtue Capital Management reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
Virtue Capital Management sold 4,926 Bloom Energy shares in Q1 2026, an estimated $486K.
Virtue Capital Management first reported a position in Bloom Energy in Q4 2025 and held it in 1 quarter.
Virtue Capital Management's Bloom Energy position peaked at $486K in Q4 2025.
981 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Virtue Capital Management's 13F filing for Q1 2026, filed 7 May 2026.