Vontobel Holding
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Vontobel Holding’s Bloom Energy BE Stock Holding History

Vontobel Holding’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 		$12.9M Buy
95,032
+24,063
+34% +$3.53M 0.04% 246
2025
Q4 		$6.17M Sell
70,969
-1,125
-2% -$118K 0.02% 351
2025
Q3 		$6.1M Sell
72,094
-123,194
-63% -$5.72M 0.02% 342
2025
Q2 		$4.67M Sell
195,288
-19,359
-9% -$375K 0.01% 368
2025
Q1 		$4.22M Sell
214,647
-274,476
-56% -$6.55M 0.02% 341
2024
Q4 		$10.9M Sell
489,123
-38,411
-7% -$673K 0.04% 216
2024
Q3 		$5.57M Sell
527,534
-133,488
-20% -$1.58M 0.02% 304
2024
Q2 		$8.09M Sell
661,022
-25,161
-4% -$321K 0.03% 241
2024
Q1 		$7.71M Sell
686,183
-103,068
-13% -$1.13M 0.06% 236
2023
Q4 		$11.7M Sell
789,251
-40,145
-5% -$502K 0.1% 185
2023
Q3 		$11M Buy
829,396
+135,351
+20% +$2.12M 0.1% 189
2023
Q2 		$11.3M Buy
694,045
+216,377
+45% +$3.5M 0.1% 196
2023
Q1 		$9.52M Buy
477,668
+79,508
+20% +$1.74M 0.09% 208
2022
Q4 		$7.09M Buy
398,160
+3,676
+0.9% +$72.2K 0.07% 239
2022
Q3 		$7.89M Sell
394,484
-112,659
-22% -$2.54M 0.09% 205
2022
Q2 		$8.29M Sell
507,143
-119,336
-19% -$2.19M 0.09% 191
2022
Q1 		$15.4M Sell
626,479
-99,187
-14% -$1.94M 0.13% 147
2021
Q4 		$15.9M Sell
725,666
-17,738
-2% -$449K 0.13% 142
2021
Q3 		$13.9M Buy
743,404
+119,290
+19% +$2.52M 0.12% 148
2021
Q2 		$16.9M Buy
624,114
+42,192
+7% +$1.02M 0.15% 127
2021
Q1 		$15.7M Buy
581,922
+10,824
+2% +$353K 0.12% 125
2020
Q4 		$24.4M Buy
+571,098
New +$12.2M 0.16% 96

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Vontobel Holding's BE Position: Q1 2026 in Review

Vontobel Holding increased its Bloom Energy (BE) stake by 34% in Q1 2026, buying an estimated $3.53M and bringing the position to 95,032 shares worth $12.9M. The position accounts for 0.04% of the portfolio, ranked #246.

Vontobel Holding first reported a position in BE in Q4 2020 and has held it in 22 quarters since. The position peaked at $24.4M in Q4 2020. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Vontobel Holding held 95,032 shares of Bloom Energy worth $12.9M as of Q1 2026.
  • Vontobel Holding bought 24,063 Bloom Energy shares in Q1 2026, an estimated $3.53M.
  • Bloom Energy made up 0.04% of Vontobel Holding's portfolio in Q1 2026, its #246 holding.
  • Vontobel Holding first reported a position in Bloom Energy in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Bloom Energy position peaked at $24.4M in Q4 2020.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.