BE β€” BLOOM ENERGY CORP

Ownership history in M.E. ALLISON & CO., INC.  Β·  6 quarters on record

AI Ownership Summary

M.E. ALLISON & CO., INC. reported BLOOM ENERGY CORP (BE) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.18% in 2025 Q3. The latest visible filing shows BE at 1.40% 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 M.E. ALLISON & CO., INC.'s position in BLOOM ENERGY CORP, 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 1.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.18% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 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 M.E. ALLISON & CO., INC. 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 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 15,575 -19,550 -55.7% 1.40% $2.1M 2026-04-08 $146.78
2025 Q4 REDUCED 35,125 -1,825 -4.9% 2.07% $3.1M 2026-01-12 $136.87
2025 Q3 REDUCED 36,950 -14,080 -27.6% 2.18% $3.1M 2025-10-08 $87.58
2025 Q2 UNCHANGED 51,030 β€” 0% 0.98% $1.2M 2025-07-25 $34.34
2025 Q1 ADDED 51,030 +19,000 +59.3% 0.99% $1.0M 2025-04-17 $17.00
2024 Q4 INITIATED 32,030 β€” β€” 0.78% $711K 2025-01-16 $23.56

FAQ About M.E. ALLISON & CO., INC. and BE

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

How long has M.E. ALLISON & CO., INC. reported owning BE?

M.E. ALLISON & CO., INC. reported BE across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BE position in M.E. ALLISON & CO., INC.'s portfolio?

The largest reported portfolio weight for BE was 2.18% in 2025 Q3.

What is the latest reported BE position on this page?

The most recent filing on this page is 2026 Q1, when M.E. ALLISON & CO., INC. reported 15,575 shares, equal to 1.40% of portfolio, with an estimated market value of $2.1M.

What does the chart on this BE ownership page compare?

The chart compares M.E. ALLISON & CO., INC.'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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