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Cresset Asset Management’s Bloom Energy BE Stock Holding History

Cresset Asset 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 		$8.13M Buy
26,842
+15,786
+143% +$4.04M 0.03% 331
2026
Q1 		$1.5M Buy
11,056
+131
+1% +$19.2K 0.01% 641
2025
Q4 		$949K Buy
10,925
+825
+8% +$86.7K ﹤0.01% 809
2025
Q3 		$854K Sell
10,100
-359
-3% -$16.7K ﹤0.01% 799
2025
Q2 		$250K Sell
10,459
-5,733
-35% -$111K ﹤0.01% 1215
2025
Q1 		$318K Sell
16,192
-542
-3% -$12.9K ﹤0.01% 1277
2024
Q4 		$372K Sell
16,734
-3,354
-17% -$58.8K ﹤0.01% 1232
2024
Q3 		$212K Sell
20,088
-888
-4% -$10.5K ﹤0.01% 1960
2024
Q2 		$257K Buy
20,976
+2,448
+13% +$31.2K ﹤0.01% 1783
2024
Q1 		$208K Buy
18,528
+626
+3% +$6.88K ﹤0.01% 1758
2023
Q4 		$265K Buy
17,902
+507
+3% +$6.34K ﹤0.01% 1552
2023
Q3 		$231K Sell
17,395
-240,490
-93% -$3.77M ﹤0.01% 1559
2023
Q2 		$4.22M Buy
+257,885
New +$4.17M 0.01% 457

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

Cresset Asset Management's BE Position: Q2 2026 in Review

Cresset Asset Management increased its Bloom Energy (BE) stake by 143% in Q2 2026, buying an estimated $4.04M and bringing the position to 26,842 shares worth $8.13M. The position accounts for 0.03% of the portfolio, ranked #331.

Cresset Asset Management first reported a position in BE in Q2 2023 and has held it in 13 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Cresset Asset Management held 26,842 shares of Bloom Energy worth $8.13M as of Q2 2026.
  • Cresset Asset Management bought 15,786 Bloom Energy shares in Q2 2026, an estimated $4.04M.
  • Bloom Energy made up 0.03% of Cresset Asset Management's portfolio in Q2 2026, its #331 holding.
  • Cresset Asset Management first reported a position in Bloom Energy in Q2 2023 and has held it in 13 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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