ALPS Advisors’s Bloom Energy BE Stock Holding History

ALPS Advisors’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 Q1	$1.16M	Sell	8,566 -1,870	-18%	-$274K	0.01%	557
2025 Q4	$907K	Sell	10,436 -2,554	-20%	-$268K	0.01%	582
2025 Q3	$1.1M	Buy	+12,990	New	+$603K	0.01%	498

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ALPS Advisors's BE Position: Q1 2026 in Review

ALPS Advisors reduced its Bloom Energy (BE) stake by 18% in Q1 2026, selling an estimated $274K and leaving 8,566 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #557.

ALPS Advisors first reported a position in BE in Q3 2025 and has held it in 3 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

ALPS Advisors held 8,566 shares of Bloom Energy worth $1.16M as of Q1 2026.
ALPS Advisors sold 1,870 Bloom Energy shares in Q1 2026, an estimated $274K.
Bloom Energy made up 0.01% of ALPS Advisors's portfolio in Q1 2026, its #557 holding.
ALPS Advisors first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.