Brevan Howard Capital Management’s Bloom Energy BE Stock Holding History

Brevan Howard Capital 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	$57.1M	Buy	196,567 +177,315	+921%	+$45.4M	0.42%	37
2026 Q1	$2.61M	Buy	+19,252	New	+$2.83M	0.02%	455
2025 Q4	–	Sell	-4,207	Closed	-$356K	–	1810
2025 Q3	$356K	Sell	4,207 -49,663	-92%	-$2.31M	﹤0.01%	1471
2025 Q2	$1.29M	Buy	53,870 +20,548	+62%	+$398K	0.01%	942
2025 Q1	$647K	Sell	33,322 -20,789	-38%	-$496K	0.01%	650
2024 Q4	$1.2M	Buy	+54,111	New	+$948K	0.01%	384
2021 Q3	–	Sell	-70,700	Closed	-$1.9M	–	39
2021 Q2	$1.9M	Hold	70,700	–	–	0.52%	29
2021 Q1	$1.91M	Sell	70,700 -89,300	-56%	-$2.91M	0.28%	43
2020 Q4	$4.58M	Buy	+160,000	New	+$3.42M	0.92%	20

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

Brevan Howard Capital Management's BE Position: Q2 2026 in Review

Brevan Howard Capital Management increased its Bloom Energy (BE) stake by 921% in Q2 2026, buying an estimated $45.4M and bringing the position to 196,567 shares worth $57.1M. The position accounts for 0.42% of the portfolio, ranked #37.

Brevan Howard Capital Management first reported a position in BE in Q4 2020 and has held it in 9 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Brevan Howard Capital Management held 196,567 shares of Bloom Energy worth $57.1M as of Q2 2026.
Brevan Howard Capital Management bought 177,315 Bloom Energy shares in Q2 2026, an estimated $45.4M.
Bloom Energy made up 0.42% of Brevan Howard Capital Management's portfolio in Q2 2026, its #37 holding.
Brevan Howard Capital Management first reported a position in Bloom Energy in Q4 2020 and has held it in 9 quarters since.
1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Brevan Howard Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.