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 Q2	$1.32M	Sell	4,376 -6,336	-59%	-$1.62M	0.26%	54
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 $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

CoreCommodity Management's BE Position: Q2 2026 in Review

CoreCommodity Management reduced its Bloom Energy (BE) stake by 59% in Q2 2026, selling an estimated $1.62M and leaving 4,376 shares worth $1.32M. The position accounts for 0.26% of the portfolio, ranked #54.

CoreCommodity Management first reported a position in BE in Q1 2022 and has held it in 7 quarters since. The position peaked at $2.77M in Q3 2025. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

CoreCommodity Management held 4,376 shares of Bloom Energy worth $1.32M as of Q2 2026.
CoreCommodity Management sold 6,336 Bloom Energy shares in Q2 2026, an estimated $1.62M.
Bloom Energy made up 0.26% of CoreCommodity Management's portfolio in Q2 2026, its #54 holding.
CoreCommodity Management first reported a position in Bloom Energy in Q1 2022 and has held it in 7 quarters since.
CoreCommodity Management's Bloom Energy position peaked at $2.77M in Q3 2025.
1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on CoreCommodity Management's 13F filing for Q2 2026, filed 14 Aug 2026.