Artisan Partners’s Bloom Energy BE Stock Holding History

Artisan Partners’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	$171M	Sell	564,599 -40,878	-7%	-$10.5M	0.27%	86
2026 Q1	$82M	Buy	605,477 +70,431	+13%	+$10.3M	0.13%	148
2025 Q4	$46.5M	Buy	+535,046	New	+$56.2M	0.07%	221

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

Artisan Partners's BE Position: Q2 2026 in Review

Artisan Partners reduced its Bloom Energy (BE) stake by 6.8% in Q2 2026, selling an estimated $10.5M and leaving 564,599 shares worth $171M. The position accounts for 0.27% of the portfolio, ranked #86.

Artisan Partners first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Artisan Partners held 564,599 shares of Bloom Energy worth $171M as of Q2 2026.
Artisan Partners sold 40,878 Bloom Energy shares in Q2 2026, an estimated $10.5M.
Bloom Energy made up 0.27% of Artisan Partners's portfolio in Q2 2026, its #86 holding.
Artisan Partners first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Artisan Partners's 13F filing for Q2 2026, filed 13 Aug 2026.