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 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 New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Vise Technologies's BE Position: Q1 2026 in Review

Vise Technologies held its Bloom Energy (BE) position steady in Q1 2026 at 5,005 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #949.

Vise Technologies first reported a position in BE in Q3 2024 and has held it in 3 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Vise Technologies held 5,005 shares of Bloom Energy worth $435K as of Q1 2026.
Vise Technologies left its Bloom Energy share count unchanged in Q1 2026.
Bloom Energy made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #949 holding.
Vise Technologies first reported a position in Bloom Energy in Q3 2024 and has held it in 3 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.