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
Q2 		$3.94M Buy
+13,000
New +$3.33M 0.01% 498
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 $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

Vontobel Holding's BE Position: Q2 2026 in Review

Vontobel Holding reduced its Bloom Energy (BE) stake by 29% in Q2 2026, selling an estimated $7.14M and leaving 67,177 shares worth $20.3M. The position accounts for 0.06% of the portfolio, ranked #235.

Vontobel Holding first reported a position in BE in Q4 2020 and has held it in 23 quarters since. The position peaked at $24.4M in Q4 2020. 1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Vontobel Holding held 67,177 shares of Bloom Energy worth $20.3M as of Q2 2026.
  • Vontobel Holding sold 27,855 Bloom Energy shares in Q2 2026, an estimated $7.14M.
  • Bloom Energy made up 0.06% of Vontobel Holding's portfolio in Q2 2026, its #235 holding.
  • Vontobel Holding first reported a position in Bloom Energy in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's Bloom Energy position peaked at $24.4M in Q4 2020.
  • 1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.