Chung Wu Investment Group, LLC BE β€” BLOOM ENERGY CORPORATION COM CLASS A

Ownership history in Chung Wu Investment Group, LLC  Β·  1 quarter on record

AI Ownership Summary

Chung Wu Investment Group, LLC reported BLOOM ENERGY CORPORATION COM CLASS A (BE) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.48% in 2026 Q1. The latest visible filing shows BE at 0.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chung Wu Investment Group, LLC's position in BLOOM ENERGY CORPORATION COM CLASS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BE was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Chung Wu Investment Group, LLC held BE β€” position size vs. price
% of Fund (quarterly)    BE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 4,150 β€” β€” 0.48% $562K 2026-05-12 $280.69

FAQ About Chung Wu Investment Group, LLC and BE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chung Wu Investment Group, LLC reported owning BE?

Chung Wu Investment Group, LLC reported BE across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported BE position in Chung Wu Investment Group, LLC's portfolio?

The largest reported portfolio weight for BE was 0.48% in 2026 Q1.

What is the latest reported BE position on this page?

The most recent filing on this page is 2026 Q1, when Chung Wu Investment Group, LLC reported 4,150 shares, equal to 0.48% of portfolio, with an estimated market value of $562K.

What does the chart on this BE ownership page compare?

The chart compares Chung Wu Investment Group, LLC's quarterly BE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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