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Vise Technologies’s Bloom Energy BE Stock Holding History

Vise Technologies’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 		– Sell
-5,005
Closed -$435K – 1841
2026
Q1 		$435K Hold
5,005
– – 0.01% 949
2025
Q4 		$435K Buy
+5,005
New +$526K 0.01% 955
2024
Q4 		– Sell
-15,761
Closed -$166K – 817
2024
Q3 		$166K Buy
+15,761
New +$187K 0.02% 575

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Vise Technologies's BE Position: Q2 2026 in Review

Vise Technologies sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 5,005 shares — an estimated $435K sold.

Vise Technologies first reported a position in BE in Q3 2024 and held it in 3 quarters. The position peaked at $435K in Q1 2026. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Vise Technologies reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 5,005 Bloom Energy shares in Q2 2026, an estimated $435K.
  • Vise Technologies first reported a position in Bloom Energy in Q3 2024 and held it in 3 quarters.
  • Vise Technologies's Bloom Energy position peaked at $435K in Q1 2026.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.