WhitTier Trust Company’s Bloom Energy BE Stock Holding History

WhitTier Trust Company’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	$9.78M	Buy	36,265 +155	+0.4%	+$39.7K	0.18%	106
2026 Q1	$4.87M	Buy	+36,110	New	+$5.3M	0.1%	154
2023 Q2	–	Sell	-45	Closed	-$896	–	1171
2023 Q1	$896	Buy	+45	New	+$985	﹤0.01%	1118
2021 Q2	–	Sell	-127	Closed	-$3K	–	995
2021 Q1	$3K	Buy	127 +20	+19%	+$652	﹤0.01%	938
2020 Q4	$3K	Buy	+107	New	+$2.28K	﹤0.01%	915
2020 Q1	–	Sell	-5,000	Closed	-$37K	–	982
2019 Q4	$37K	Hold	5,000	–	–	﹤0.01%	644
2019 Q3	$16K	Buy	+5,000	New	+$37.4K	﹤0.01%	763

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

WhitTier Trust Company's BE Position: Q2 2026 in Review

WhitTier Trust Company increased its Bloom Energy (BE) stake by 0.43% in Q2 2026, buying an estimated $39.7K and bringing the position to 36,265 shares worth $9.78M. The position accounts for 0.18% of the portfolio, ranked #106.

WhitTier Trust Company first reported a position in BE in Q3 2019 and has held it in 7 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

WhitTier Trust Company held 36,265 shares of Bloom Energy worth $9.78M as of Q2 2026.
WhitTier Trust Company bought 155 Bloom Energy shares in Q2 2026, an estimated $39.7K.
Bloom Energy made up 0.18% of WhitTier Trust Company's portfolio in Q2 2026, its #106 holding.
WhitTier Trust Company first reported a position in Bloom Energy in Q3 2019 and has held it in 7 quarters since.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.