Waldron Private Wealth’s Bloom Energy BE Stock Holding History

Waldron Private Wealth’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	$338K	Buy	+1,117	New	+$286K	0.01%	275
2024 Q3	–	Sell	-21,106	Closed	-$258K	–	491
2024 Q2	$258K	Sell	21,106 -49,764	-70%	-$634K	0.01%	346
2024 Q1	$797K	Sell	70,870 -10,075	-12%	-$111K	0.04%	187
2023 Q4	$1.2M	Buy	80,945 +25,075	+45%	+$314K	0.06%	138
2023 Q3	$741K	Hold	55,870	–	–	0.04%	181
2023 Q2	$913K	Hold	55,870	–	–	0.05%	160
2023 Q1	$1.11M	Buy	55,870 +10,000	+22%	+$219K	0.05%	152
2022 Q4	$916K	Hold	45,870	–	–	0.06%	164
2022 Q3	$916K	Hold	45,870	–	–	0.06%	164
2022 Q2	$756K	Hold	45,870	–	–	0.04%	195
2022 Q1	$1.11M	Buy	45,870 +11,848	+35%	+$231K	0.06%	171
2021 Q4	$746K	Hold	34,022	–	–	0.04%	213
2021 Q3	$636K	Hold	34,022	–	–	0.04%	198
2021 Q2	$914K	Buy	34,022 +92	+0.3%	+$2.23K	0.06%	148
2021 Q1	$917K	Sell	33,930 -870	-3%	-$28.4K	0.06%	136
2020 Q4	$997K	Sell	34,800 -50,000	-59%	-$1.07M	0.07%	126
2020 Q3	$1.52M	Sell	84,800 -16,940	-17%	-$253K	0.13%	95
2020 Q2	$1.11M	Buy	101,740 +26,740	+36%	+$209K	0.1%	107
2020 Q1	$392K	Hold	75,000	–	–	0.04%	163
2019 Q4	$560K	Buy	75,000 +50,000	+200%	+$242K	0.05%	153
2019 Q3	$81K	Hold	25,000	–	–	0.01%	249
2019 Q2	$306K	Hold	25,000	–	–	0.03%	177
2019 Q1	$323K	Buy	+25,000	New	+$306K	0.04%	185

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Waldron Private Wealth's BE Position: Q2 2026 in Review

Waldron Private Wealth opened a new position in Bloom Energy (BE) in Q2 2026: 1,117 shares worth $338K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings. This is a return to the name: Waldron Private Wealth previously reported a position in BE as recently as Q2 2024.

Waldron Private Wealth first reported a position in BE in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.52M in Q3 2020. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Waldron Private Wealth held 1,117 shares of Bloom Energy worth $338K as of Q2 2026.
Bloom Energy was a new Waldron Private Wealth position in Q2 2026.
Bloom Energy made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #275 holding.
Waldron Private Wealth first reported a position in Bloom Energy in Q1 2019 and has held it in 23 quarters since.
Waldron Private Wealth's Bloom Energy position peaked at $1.52M in Q3 2020.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.