Axiom Investors’s Bloom Energy BE Stock Holding History

Axiom 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
2026 Q2	$22.2M	Sell	73,388 -21,145	-22%	-$5.42M	0.19%	47
2026 Q1	$12.8M	Sell	94,533 -1,376	-1%	-$202K	0.14%	63
2025 Q4	$8.33M	Buy	+95,909	New	+$10.1M	0.07%	90

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

Axiom Investors's BE Position: Q2 2026 in Review

Axiom Investors reduced its Bloom Energy (BE) stake by 22% in Q2 2026, selling an estimated $5.42M and leaving 73,388 shares worth $22.2M. The position accounts for 0.19% of the portfolio, ranked #47.

Axiom Investors 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.

Axiom Investors held 73,388 shares of Bloom Energy worth $22.2M as of Q2 2026.
Axiom Investors sold 21,145 Bloom Energy shares in Q2 2026, an estimated $5.42M.
Bloom Energy made up 0.19% of Axiom Investors's portfolio in Q2 2026, its #47 holding.
Axiom Investors 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 Axiom Investors's 13F filing for Q2 2026, filed 12 Aug 2026.