Artemis Investment Management’s Bloom Energy BE Stock Holding History

Artemis Investment 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	$72.7M	Sell	240,059 -154,999	-39%	-$39.7M	0.65%	59
2026 Q1	$53.5M	Sell	395,058 -10,800	-3%	-$1.59M	0.57%	69
2025 Q4	$35.3M	Sell	405,858 -812,124	-67%	-$85.3M	0.43%	84
2025 Q3	$103M	Sell	1,217,982 -1,322,946	-52%	-$61.4M	1.28%	19
2025 Q2	$60.8M	Buy	2,540,928 +1,254,672	+98%	+$24.3M	0.78%	36
2025 Q1	$25.3M	Sell	1,286,256 -161,276	-11%	-$3.85M	0.39%	87
2024 Q4	$32.1M	Buy	1,447,532 +708,859	+96%	+$12.4M	0.46%	74
2024 Q3	$7.8M	Buy	738,673 +125,757	+21%	+$1.49M	0.12%	149
2024 Q2	$7.5M	Buy	+612,916	New	+$7.81M	0.1%	150
2022 Q1	–	Sell	-312,209	Closed	-$6.84M	–	262
2021 Q4	$6.84M	Buy	+312,209	New	+$7.9M	0.05%	215
2021 Q3	–	Sell	-215,714	Closed	-$5.8M	–	288
2021 Q2	$5.8M	Buy	+215,714	New	+$5.23M	0.05%	234
2020 Q4	–	Sell	-64,298	Closed	-$1.16M	–	252
2020 Q3	$1.16M	Sell	64,298 -403,166	-86%	-$6.02M	0.01%	245
2020 Q2	$5.09M	Buy	467,464 +279,014	+148%	+$2.18M	0.07%	210
2020 Q1	$984K	Buy	+188,450	New	+$1.6M	﹤0.01%	211

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

Artemis Investment Management's BE Position: Q2 2026 in Review

Artemis Investment Management reduced its Bloom Energy (BE) stake by 39% in Q2 2026, selling an estimated $39.7M and leaving 240,059 shares worth $72.7M. The position accounts for 0.65% of the portfolio, ranked #59.

Artemis Investment Management first reported a position in BE in Q1 2020 and has held it in 14 quarters since. The position peaked at $103M in Q3 2025. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Artemis Investment Management held 240,059 shares of Bloom Energy worth $72.7M as of Q2 2026.
Artemis Investment Management sold 154,999 Bloom Energy shares in Q2 2026, an estimated $39.7M.
Bloom Energy made up 0.65% of Artemis Investment Management's portfolio in Q2 2026, its #59 holding.
Artemis Investment Management first reported a position in Bloom Energy in Q1 2020 and has held it in 14 quarters since.
Artemis Investment Management's Bloom Energy position peaked at $103M in Q3 2025.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Artemis Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.