Clear Street’s Bloom Energy BE Stock Holding History

Clear Street’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	$302M	Buy	996,971 +328,987	+49%	+$84.3M	0.76%	23
2026 Q1	$90.5M	Buy	667,984 +273,402	+69%	+$40.1M	0.37%	35
2025 Q4	$34.3M	Buy	+394,582	New	+$41.5M	0.13%	64

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 $3.38T AUM 44.17% 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

Clear Street's BE Position: Q2 2026 in Review

Clear Street increased its Bloom Energy (BE) stake by 49% in Q2 2026, buying an estimated $84.3M and bringing the position to 996,971 shares worth $302M. The position accounts for 0.76% of the portfolio, ranked #23.

Clear Street first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,286 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Clear Street held 996,971 shares of Bloom Energy worth $302M as of Q2 2026.
Clear Street bought 328,987 Bloom Energy shares in Q2 2026, an estimated $84.3M.
Bloom Energy made up 0.76% of Clear Street's portfolio in Q2 2026, its #23 holding.
Clear Street first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
1,286 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Clear Street's 13F filing for Q2 2026, filed 12 Aug 2026.