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 $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

ClearBridge Investments's BE Position: Q2 2026 in Review

ClearBridge Investments reduced its Bloom Energy (BE) stake by 80% in Q2 2026, selling an estimated $284M and leaving 269,956 shares worth $81.7M. The position accounts for 0.07% of the portfolio, ranked #255.

ClearBridge Investments first reported a position in BE in Q3 2018 and has held it in 32 quarters since. The position peaked at $209M in Q3 2025. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • ClearBridge Investments held 269,956 shares of Bloom Energy worth $81.7M as of Q2 2026.
  • ClearBridge Investments sold 1,107,292 Bloom Energy shares in Q2 2026, an estimated $284M.
  • Bloom Energy made up 0.07% of ClearBridge Investments's portfolio in Q2 2026, its #255 holding.
  • ClearBridge Investments first reported a position in Bloom Energy in Q3 2018 and has held it in 32 quarters since.
  • ClearBridge Investments's Bloom Energy position peaked at $209M in Q3 2025.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.