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Atom Investors’s Bloom Energy BE Stock Holding History

Atom Investors’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
2020
Q4 		– Sell
-112,600
Closed -$2.02M – 382
2020
Q3 		$2.02M Sell
112,600
-887,400
-89% -$13.2M 0.19% 127
2020
Q2 		$10.9M Buy
1,000,000
+321,800
+47% +$2.51M 0.71% 18
2020
Q1 		$3.55M Buy
+678,200
New +$5.75M 0.31% 79

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

Atom Investors's BE Position: Q1 2026 in Review

Atom Investors reduced its Bloom Energy (BE) stake by 91% in Q1 2026, selling an estimated $6.21M and leaving 3,952 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #465.

Atom Investors first reported a position in BE in Q2 2020 and has held it in 4 quarters since. The position peaked at $4.02M in Q4 2025. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Atom Investors held 3,952 shares of Bloom Energy worth $535K as of Q1 2026.
  • Atom Investors sold 42,342 Bloom Energy shares in Q1 2026, an estimated $6.21M.
  • Bloom Energy made up 0.04% of Atom Investors's portfolio in Q1 2026, its #465 holding.
  • Atom Investors first reported a position in Bloom Energy in Q2 2020 and has held it in 4 quarters since.
  • Atom Investors's Bloom Energy position peaked at $4.02M in Q4 2025.
  • 979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

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