California Public Employees Retirement System’s Bloom Energy BE Stock Holding History

California Public Employees Retirement System’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	$415M	Buy	1,370,211 +967,052	+240%	+$248M	0.23%	63
2026 Q1	$54.6M	Buy	403,159 +23,171	+6%	+$3.4M	0.03%	325
2025 Q4	$33M	Buy	379,988 +18,105	+5%	+$1.9M	0.02%	480
2025 Q3	$30.6M	Buy	+361,883	New	+$16.8M	0.02%	514
2024 Q1	–	Sell	-263,224	Closed	-$3.9M	–	1173
2023 Q4	$3.9M	Sell	263,224 -25,532	-9%	-$319K	﹤0.01%	1127
2023 Q3	$3.83M	Buy	288,756 +37,561	+15%	+$589K	﹤0.01%	1121
2023 Q2	$4.11M	Sell	251,195 -20,298	-7%	-$328K	﹤0.01%	1116
2023 Q1	$5.41M	Sell	271,493 -39,448	-13%	-$864K	﹤0.01%	1054
2022 Q4	$5.95M	Sell	310,941 -14,786	-5%	-$290K	0.01%	1064
2022 Q3	$6.51M	Buy	+325,727	New	+$7.34M	0.01%	1039
2021 Q2	–	Sell	-170,593	Closed	-$4.62M	–	1711
2021 Q1	$4.62M	Sell	170,593 -29,074	-15%	-$948K	﹤0.01%	1476
2020 Q4	$5.72M	Sell	199,667 -4,209	-2%	-$89.8K	﹤0.01%	1346
2020 Q3	$3.66M	Buy	203,876 +15,618	+8%	+$233K	﹤0.01%	1457
2020 Q2	$2.05M	Buy	188,258 +80,158	+74%	+$626K	﹤0.01%	1780
2020 Q1	$565K	Buy	+108,100	New	+$917K	﹤0.01%	2347

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

California Public Employees Retirement System's BE Position: Q2 2026 in Review

California Public Employees Retirement System increased its Bloom Energy (BE) stake by 240% in Q2 2026, buying an estimated $248M and bringing the position to 1,370,211 shares worth $415M. The position accounts for 0.23% of the portfolio, ranked #63.

California Public Employees Retirement System first reported a position in BE in Q1 2020 and has held it in 15 quarters since. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

California Public Employees Retirement System held 1,370,211 shares of Bloom Energy worth $415M as of Q2 2026.
California Public Employees Retirement System bought 967,052 Bloom Energy shares in Q2 2026, an estimated $248M.
Bloom Energy made up 0.23% of California Public Employees Retirement System's portfolio in Q2 2026, its #63 holding.
California Public Employees Retirement System first reported a position in Bloom Energy in Q1 2020 and has held it in 15 quarters since.
1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on California Public Employees Retirement System's 13F filing for Q2 2026, filed 14 Aug 2026.