Westend Capital Management’s Bloom Energy BE Stock Holding History

Westend Capital Management’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	$3.63K	Hold	12	–	–	﹤0.01%	190
2026 Q1	$1.63K	Hold	12	–	–	﹤0.01%	218
2025 Q4	$1.04K	Hold	12	–	–	﹤0.01%	221
2025 Q3	$1.01K	Sell	12 -38	-76%	-$1.76K	﹤0.01%	234
2025 Q2	$1.2K	Hold	50	–	–	﹤0.01%	204
2025 Q1	$983	Buy	+50	New	+$1.19K	﹤0.01%	201

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

Westend Capital Management's BE Position: Q2 2026 in Review

Westend Capital Management held its Bloom Energy (BE) position steady in Q2 2026 at 12 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Westend Capital Management first reported a position in BE in Q1 2025 and has held it in 6 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Westend Capital Management held 12 shares of Bloom Energy worth $3.63K as of Q2 2026.
Westend Capital Management left its Bloom Energy share count unchanged in Q2 2026.
Bloom Energy made up ﹤0.01% of Westend Capital Management's portfolio in Q2 2026, its #190 holding.
Westend Capital Management first reported a position in Bloom Energy in Q1 2025 and has held it in 6 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.