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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 		– Sell
-240,000
Closed -$20.9M – 71
2025
Q4 		$20.9M Buy
+240,000
New +$25.2M 2.62% 14

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
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.