Ameriprise’s Bloom Energy BE Stock Holding History

Ameriprise’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	–	Sell	-570,800	Closed	-$49.6M	–	4066
2025 Q4	$49.6M	Buy	570,800 +70,800	+14%	+$7.44M	0.01%	883
2025 Q3	$42.3M	Sell	500,000 -1,026,900	-67%	-$47.7M	0.01%	987
2025 Q2	$36.5M	Buy	+1,526,900	New	+$29.6M	0.01%	1023
2025 Q1	–	Sell	-929,400	Closed	-$20.6M	–	4027
2024 Q4	$20.6M	Buy	+929,400	New	+$16.3M	0.01%	1310
2021 Q1	–	Sell	-100,000	Closed	-$2.87M	–	3839
2020 Q4	$2.87M	Buy	+100,000	New	+$2.13M	﹤0.01%	2613

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 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

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

Ameriprise's BE Position: Q1 2026 in Review

Ameriprise reduced its Bloom Energy (BE) stake by 20% in Q1 2026, selling an estimated $845M and leaving 22,889,027 shares worth $3.1B. The position accounts for 0.72% of the portfolio, ranked #17.

Ameriprise first reported a position in BE in Q3 2018 and has held it in 31 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Ameriprise held 22,889,027 shares of Bloom Energy worth $3.1B as of Q1 2026.
Ameriprise sold 5,756,976 Bloom Energy shares in Q1 2026, an estimated $845M.
Bloom Energy made up 0.72% of Ameriprise's portfolio in Q1 2026, its #17 holding.
Ameriprise first reported a position in Bloom Energy in Q3 2018 and has held it in 31 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.