CoreCommodity Management’s Bloom Energy BE Stock Holding History

CoreCommodity Management’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 Q1	$1.45M	Sell	10,712 -11,030	-51%	-$1.62M	0.27%	51
2025 Q4	$1.89M	Sell	21,742 -10,960	-34%	-$1.15M	0.4%	33
2025 Q3	$2.77M	Buy	+32,702	New	+$1.52M	0.5%	22
2023 Q2	–	Sell	-8,995	Closed	-$179K	–	189
2023 Q1	$179K	Buy	+8,995	New	+$197K	0.05%	159
2022 Q3	–	Sell	-47,065	Closed	-$777K	–	146
2022 Q2	$777K	Buy	47,065 +5,793	+14%	+$106K	0.2%	117
2022 Q1	$997K	Buy	+41,272	New	+$806K	0.22%	133

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CoreCommodity Management's BE Position: Q1 2026 in Review

CoreCommodity Management reduced its Bloom Energy (BE) stake by 51% in Q1 2026, selling an estimated $1.62M and leaving 10,712 shares worth $1.45M. The position accounts for 0.27% of the portfolio, ranked #51.

CoreCommodity Management first reported a position in BE in Q1 2022 and has held it in 6 quarters since. The position peaked at $2.77M in Q3 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

CoreCommodity Management held 10,712 shares of Bloom Energy worth $1.45M as of Q1 2026.
CoreCommodity Management sold 11,030 Bloom Energy shares in Q1 2026, an estimated $1.62M.
Bloom Energy made up 0.27% of CoreCommodity Management's portfolio in Q1 2026, its #51 holding.
CoreCommodity Management first reported a position in Bloom Energy in Q1 2022 and has held it in 6 quarters since.
CoreCommodity Management's Bloom Energy position peaked at $2.77M in Q3 2025.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on CoreCommodity Management's 13F filing for Q1 2026, filed 15 May 2026.