Whittier Trust’s Bloom Energy BE Stock Holding History

Whittier Trust’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	$21.1M	Buy	71,427 +393	+0.6%	+$101K	0.21%	93
2026 Q1	$9.59M	Buy	71,034 +70,303	+9,617%	+$10.3M	0.11%	142
2025 Q4	$75.3K	Hold	731	–	–	﹤0.01%	789
2025 Q3	$66K	Hold	731	–	–	﹤0.01%	799
2025 Q2	$17.5K	Hold	731	–	–	﹤0.01%	1136
2025 Q1	$14.4K	Hold	731	–	–	﹤0.01%	1162
2024 Q4	$16.2K	Hold	731	–	–	﹤0.01%	1156
2024 Q3	$7.72K	Buy	731 +320	+78%	+$3.8K	﹤0.01%	1312
2024 Q2	$5.03K	Hold	411	–	–	﹤0.01%	1340
2024 Q1	$4.62K	Hold	411	–	–	﹤0.01%	1365
2023 Q4	$6.08K	Hold	411	–	–	﹤0.01%	1300
2023 Q3	$5.45K	Hold	411	–	–	﹤0.01%	1362
2023 Q2	$6.71K	Hold	411	–	–	﹤0.01%	1324
2023 Q1	$8.19K	Hold	411	–	–	﹤0.01%	1333
2022 Q4	$7.85K	Hold	411	–	–	﹤0.01%	1334
2022 Q3	$8K	Sell	411 -3,278	-89%	-$73.9K	﹤0.01%	1370
2022 Q2	$61K	Hold	3,689	–	–	﹤0.01%	918
2022 Q1	$89K	Buy	+3,689	New	+$72.1K	﹤0.01%	846
2019 Q4	–	Sell	-460	Closed	-$1K	–	1520
2019 Q3	$1K	Hold	460	–	–	﹤0.01%	1423
2019 Q2	$6K	Buy	+460	New	+$5.64K	﹤0.01%	1126

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's BE Position: Q2 2026 in Review

Whittier Trust increased its Bloom Energy (BE) stake by 0.55% in Q2 2026, buying an estimated $101K and bringing the position to 71,427 shares worth $21.1M. The position accounts for 0.21% of the portfolio, ranked #93.

Whittier Trust first reported a position in BE in Q2 2019 and has held it in 20 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Whittier Trust held 71,427 shares of Bloom Energy worth $21.1M as of Q2 2026.
Whittier Trust bought 393 Bloom Energy shares in Q2 2026, an estimated $101K.
Bloom Energy made up 0.21% of Whittier Trust's portfolio in Q2 2026, its #93 holding.
Whittier Trust first reported a position in Bloom Energy in Q2 2019 and has held it in 20 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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