ClearBridge Investments
BE icon

ClearBridge Investments’s Bloom Energy BE Stock Holding History

ClearBridge 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
2025
Q4 		– Sell
-178,400
Closed -$15.1M – 703
2025
Q3 		$15.1M Buy
+178,400
New +$8.28M 0.01% 459

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ClearBridge Investments's BE Position: Q1 2026 in Review

ClearBridge Investments reduced its Bloom Energy (BE) stake by 22% in Q1 2026, selling an estimated $55.6M and leaving 1,377,248 shares worth $187M. The position accounts for 0.16% of the portfolio, ranked #136.

ClearBridge Investments first reported a position in BE in Q3 2018 and has held it in 31 quarters since. The position peaked at $209M in Q3 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • ClearBridge Investments held 1,377,248 shares of Bloom Energy worth $187M as of Q1 2026.
  • ClearBridge Investments sold 378,628 Bloom Energy shares in Q1 2026, an estimated $55.6M.
  • Bloom Energy made up 0.16% of ClearBridge Investments's portfolio in Q1 2026, its #136 holding.
  • ClearBridge Investments first reported a position in Bloom Energy in Q3 2018 and has held it in 31 quarters since.
  • ClearBridge Investments's Bloom Energy position peaked at $209M in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.