Vontobel Holding
BE icon

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 		– Sell
-7,100
Closed -$617K – 1226
2025
Q4 		$617K Buy
7,100
+5,600
+373% +$588K ﹤0.01% 930
2025
Q3 		$127K Buy
+1,500
New +$69.7K ﹤0.01% 1267

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.