Blueshift Asset Management’s Bloom Energy BE Stock Holding History

Blueshift Asset 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	$379K	Sell	1,251 -5,820	-82%	-$1.49M	0.09%	306
2026 Q1	$958K	Buy	7,071 +2,834	+67%	+$416K	0.29%	69
2025 Q4	$368K	Buy	+4,237	New	+$445K	0.11%	271
2024 Q4	–	Sell	-31,941	Closed	-$337K	–	376
2024 Q3	$337K	Buy	+31,941	New	+$379K	0.08%	257
2023 Q4	–	Sell	-23,408	Closed	-$310K	–	270
2023 Q3	$310K	Buy	+23,408	New	+$367K	0.18%	179
2023 Q1	–	Sell	-25,254	Closed	-$483K	–	342
2022 Q4	$483K	Buy	+25,254	New	+$496K	0.22%	122
2022 Q2	–	Sell	-16,195	Closed	-$391K	–	689
2022 Q1	$391K	Sell	16,195 -18,724	-54%	-$366K	0.04%	518
2021 Q4	$766K	Buy	34,919 +3,438	+11%	+$87K	0.07%	365
2021 Q3	$589K	Buy	31,481 +7,506	+31%	+$159K	0.03%	572
2021 Q2	$644K	Buy	+23,975	New	+$581K	0.04%	483
2020 Q3	–	Sell	-131,789	Closed	-$1.43M	–	601
2020 Q2	$1.43M	Buy	+131,789	New	+$1.03M	0.23%	138
2020 Q1	–	Sell	-32,660	Closed	-$244K	–	223
2019 Q4	$244K	Sell	32,660 -49,842	-60%	-$242K	0.03%	665
2019 Q3	$268K	Buy	82,502 +60,237	+271%	+$450K	0.04%	559
2019 Q2	$273K	Buy	+22,265	New	+$273K	0.04%	569

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

Blueshift Asset Management's BE Position: Q2 2026 in Review

Blueshift Asset Management reduced its Bloom Energy (BE) stake by 82% in Q2 2026, selling an estimated $1.49M and leaving 1,251 shares worth $379K. The position accounts for 0.09% of the portfolio, ranked #306.

Blueshift Asset Management first reported a position in BE in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.43M in Q2 2020. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Blueshift Asset Management held 1,251 shares of Bloom Energy worth $379K as of Q2 2026.
Blueshift Asset Management sold 5,820 Bloom Energy shares in Q2 2026, an estimated $1.49M.
Bloom Energy made up 0.09% of Blueshift Asset Management's portfolio in Q2 2026, its #306 holding.
Blueshift Asset Management first reported a position in Bloom Energy in Q2 2019 and has held it in 14 quarters since.
Blueshift Asset Management's Bloom Energy position peaked at $1.43M in Q2 2020.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.