Arosa Capital Management’s Bloom Energy BE Stock Holding History

Arosa Capital 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 Q1	$2.94M	Sell	21,692 -66,840	-75%	-$9.81M	0.45%	36
2025 Q4	$7.69M	Buy	88,532 +84,532	+2,113%	+$8.88M	0.97%	24
2025 Q3	$338K	Buy	+4,000	New	+$186K	0.07%	65
2023 Q4	–	Sell	-217,000	Closed	-$2.88M	–	33
2023 Q3	$2.88M	Buy	217,000 +17,000	+9%	+$266K	0.89%	36
2023 Q2	$3.27M	Buy	+200,000	New	+$3.23M	0.83%	34
2023 Q1	–	Sell	-75,000	Closed	-$1.43M	–	63
2022 Q4	$1.43M	Buy	+75,000	New	+$1.47M	0.3%	49

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

Arosa Capital Management's BE Position: Q1 2026 in Review

Arosa Capital Management reduced its Bloom Energy (BE) stake by 75% in Q1 2026, selling an estimated $9.81M and leaving 21,692 shares worth $2.94M. The position accounts for 0.45% of the portfolio, ranked #36.

Arosa Capital Management first reported a position in BE in Q4 2022 and has held it in 6 quarters since. The position peaked at $7.69M in Q4 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Arosa Capital Management held 21,692 shares of Bloom Energy worth $2.94M as of Q1 2026.
Arosa Capital Management sold 66,840 Bloom Energy shares in Q1 2026, an estimated $9.81M.
Bloom Energy made up 0.45% of Arosa Capital Management's portfolio in Q1 2026, its #36 holding.
Arosa Capital Management first reported a position in Bloom Energy in Q4 2022 and has held it in 6 quarters since.
Arosa Capital Management's Bloom Energy position peaked at $7.69M in Q4 2025.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Arosa Capital Management's 13F filing for Q1 2026, filed 15 May 2026.