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Brinker Capital Investments’s Bloom Energy BE Stock Holding History

Brinker Capital Investments’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 		$8.55M Sell
28,257
-17,823
-39% -$4.57M 0.07% 260
2026
Q1 		$6.24M Buy
46,080
+17,437
+61% +$2.56M 0.05% 315
2025
Q4 		$2.49M Buy
28,643
+22,133
+340% +$2.33M 0.02% 736
2025
Q3 		$551K Buy
+6,510
New +$302K ﹤0.01% 1511
2023
Q2 		– Sell
-11,821
Closed -$236K – 1624
2023
Q1 		$236K Sell
11,821
-555
-4% -$12.2K ﹤0.01% 1441
2022
Q4 		$237K Sell
12,376
-301
-2% -$5.91K ﹤0.01% 1236
2022
Q3 		$253K Buy
12,677
+211
+2% +$4.75K 0.01% 1184
2022
Q2 		$206K Buy
12,466
+16
+0.1% +$293 ﹤0.01% 1296
2022
Q1 		$301K Sell
12,450
-331
-3% -$6.47K ﹤0.01% 1219
2021
Q4 		$280K Sell
12,781
-5,527
-30% -$140K ﹤0.01% 1272
2021
Q3 		$492K Hold
18,308
– – 0.01% 977
2021
Q2 		$492K Buy
18,308
+134
+0.7% +$3.25K 0.01% 1034
2021
Q1 		$492K Buy
+18,174
New +$593K 0.01% 912

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
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

Brinker Capital Investments's BE Position: Q2 2026 in Review

Brinker Capital Investments reduced its Bloom Energy (BE) stake by 39% in Q2 2026, selling an estimated $4.57M and leaving 28,257 shares worth $8.55M. The position accounts for 0.07% of the portfolio, ranked #260.

Brinker Capital Investments first reported a position in BE in Q1 2021 and has held it in 13 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Brinker Capital Investments held 28,257 shares of Bloom Energy worth $8.55M as of Q2 2026.
  • Brinker Capital Investments sold 17,823 Bloom Energy shares in Q2 2026, an estimated $4.57M.
  • Bloom Energy made up 0.07% of Brinker Capital Investments's portfolio in Q2 2026, its #260 holding.
  • Brinker Capital Investments first reported a position in Bloom Energy in Q1 2021 and has held it in 13 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.