WSFS
BE icon

Wilmington Savings Fund Society’s Bloom Energy BE Stock Holding History

Wilmington Savings Fund Society’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 		$1.55M Sell
5,128
-2,087
-29% -$535K 0.03% 256
2026
Q1 		$978K Buy
7,215
+772
+12% +$113K 0.02% 318
2025
Q4 		$560K Sell
6,443
-1,312
-17% -$138K 0.01% 400
2025
Q3 		$656K Buy
7,755
+4,570
+143% +$212K 0.02% 360
2025
Q2 		$76.2K Hold
3,185
– – ﹤0.01% 1111
2025
Q1 		$62.6K Hold
3,185
– – ﹤0.01% 1155
2024
Q4 		$70.7K Hold
3,185
– – ﹤0.01% 1138
2024
Q3 		$33.6K Buy
+3,185
New +$37.8K ﹤0.01% 1329

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

Wilmington Savings Fund Society's BE Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Bloom Energy (BE) stake by 29% in Q2 2026, selling an estimated $535K and leaving 5,128 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #256.

Wilmington Savings Fund Society first reported a position in BE in Q3 2024 and has held it in 8 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Wilmington Savings Fund Society held 5,128 shares of Bloom Energy worth $1.55M as of Q2 2026.
  • Wilmington Savings Fund Society sold 2,087 Bloom Energy shares in Q2 2026, an estimated $535K.
  • Bloom Energy made up 0.03% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #256 holding.
  • Wilmington Savings Fund Society first reported a position in Bloom Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.