1832 Asset Management’s Bloom Energy BE Stock Holding History

1832 Asset Management’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	$677K	Buy	+2,235	New	+$573K	﹤0.01%	551
2023 Q2	–	Sell	-237,184	Closed	-$4.73M	–	852
2023 Q1	$4.73M	Buy	237,184 +26,719	+13%	+$585K	0.01%	408
2022 Q4	$4.02M	Buy	210,465 +56,503	+37%	+$1.11M	0.01%	441
2022 Q3	$3.08M	Buy	+153,962	New	+$3.47M	0.01%	465
2022 Q1	–	Sell	-103,727	Closed	-$2.29M	–	935
2021 Q4	$2.29M	Sell	103,727 -34,612	-25%	-$875K	﹤0.01%	395
2021 Q3	$2.58M	Sell	138,339 -4,400	-3%	-$93.1K	﹤0.01%	426
2021 Q2	$3.87M	Buy	142,739 +80,139	+128%	+$1.94M	0.01%	394
2021 Q1	$1.59M	Sell	62,600 -1,800	-3%	-$58.7K	﹤0.01%	414
2020 Q4	$1.84M	Buy	+64,400	New	+$1.37M	﹤0.01%	458

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

1832 Asset Management's BE Position: Q2 2026 in Review

1832 Asset Management opened a new position in Bloom Energy (BE) in Q2 2026: 2,235 shares worth $677K. The stake represents ﹤0.01% of the portfolio and ranks #551 among its holdings. This is a return to the name: 1832 Asset Management previously reported a position in BE as recently as Q1 2023.

1832 Asset Management first reported a position in BE in Q4 2020 and has held it in 9 quarters since. The position peaked at $4.73M in Q1 2023. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

1832 Asset Management held 2,235 shares of Bloom Energy worth $677K as of Q2 2026.
Bloom Energy was a new 1832 Asset Management position in Q2 2026.
Bloom Energy made up ﹤0.01% of 1832 Asset Management's portfolio in Q2 2026, its #551 holding.
1832 Asset Management first reported a position in Bloom Energy in Q4 2020 and has held it in 9 quarters since.
1832 Asset Management's Bloom Energy position peaked at $4.73M in Q1 2023.
1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.