Knuff & Co LLC BE — BLOOM ENERGY CORP CL A

Ownership history in Knuff & Co LLC  ·  3 quarters on record

AI Ownership Summary

Knuff & Co LLC reported BLOOM ENERGY CORP CL A (BE) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 2.2% in 2026 Q3. The latest visible filing shows BE at 2.20% 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 Knuff & Co LLC's position in BLOOM ENERGY CORP CL 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 Q3

BE was reported at 2.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.2% in 2026 Q3

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 Q3

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.

BE stock page Knuff & Co LLC fund profile Knuff & Co LLC full holdings
How Knuff & Co LLC held BE — position size vs. price
% of Fund (quarterly)    BE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 32,673 +30,116 +1177.8% 2.20% $9.0M 2026-11-06 $173.24
2026 Q2 ADDED — — — 2,557 +1,692 +195.6% 0.20% $774K 2026-08-10 $210.63
2026 Q1 INITIATED — — — 865 — — 0.04% $117K 2026-05-11 $283.92

🏢 Other funds also holding BE

As of 2026 Q3 — sorted by position size

Elemental Capital Partners LLC 3Y 69.32% Teilinger Capital Ltd. 3Y 7Y 13.82% Caitong International Asset Management Co., Ltd 8.46% O'Neil Global Advisors, Inc. 3Y 7.57% Broad Peak Investment Advisers Pte Ltd 6.98% AI-Squared Management Ltd 6.38% Wellington Shields & Co., LLC 3Y 7Y 5.91% Wellington Shields Capital Management, LLC 3Y 7Y 5.91% CAPITAL MANAGEMENT ASSOCIATES /NY/ 3Y 7Y 5.91% Heard Capital LLC 3Y 5.42%

FAQ About Knuff & Co 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 Knuff & Co LLC reported owning BE?

Knuff & Co LLC reported BE across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported BE position in Knuff & Co LLC's portfolio?

The largest reported portfolio weight for BE was 2.20% in 2026 Q3.

What is the latest reported BE position on this page?

The most recent filing on this page is 2026 Q3, when Knuff & Co LLC reported 32,673 shares, equal to 2.20% of portfolio, with an estimated market value of $9.0M.

What does the chart on this BE ownership page compare?

The chart compares Knuff & Co 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.

← Back to Knuff & Co LLC Holdings