Dark Forest Capital Management’s Bloom Energy BE Stock Holding History

Dark Forest Capital 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	$1.7M	Buy	5,627 +3,908	+227%	+$1M	0.11%	335
2026 Q1	$233K	Buy	+1,719	New	+$252K	0.02%	718
2025 Q3	–	Sell	-77,386	Closed	-$1.85M	–	1174
2025 Q2	$1.85M	Sell	77,386 -43,239	-36%	-$837K	0.07%	479
2025 Q1	$2.37M	Buy	+120,625	New	+$2.88M	0.11%	317
2024 Q3	–	Sell	-58,090	Closed	-$711K	–	967
2024 Q2	$711K	Buy	+58,090	New	+$740K	0.13%	169
2023 Q4	–	Sell	-118,196	Closed	-$1.57M	–	520
2023 Q3	$1.57M	Buy	+118,196	New	+$1.85M	0.12%	226
2022 Q4	–	Sell	-233	Closed	-$5K	–	1153
2022 Q3	$5K	Buy	+233	New	+$5.25K	﹤0.01%	881
2022 Q1	–	Sell	-167	Closed	-$4K	–	1291
2021 Q4	$4K	Sell	167 -4,205	-96%	-$106K	﹤0.01%	1212
2021 Q3	$82K	Buy	+4,372	New	+$92.5K	0.03%	442

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

Dark Forest Capital Management's BE Position: Q2 2026 in Review

Dark Forest Capital Management increased its Bloom Energy (BE) stake by 227% in Q2 2026, buying an estimated $1M and bringing the position to 5,627 shares worth $1.7M. The position accounts for 0.11% of the portfolio, ranked #335.

Dark Forest Capital Management first reported a position in BE in Q3 2021 and has held it in 9 quarters since. The position peaked at $2.37M in Q1 2025. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Dark Forest Capital Management held 5,627 shares of Bloom Energy worth $1.7M as of Q2 2026.
Dark Forest Capital Management bought 3,908 Bloom Energy shares in Q2 2026, an estimated $1M.
Bloom Energy made up 0.11% of Dark Forest Capital Management's portfolio in Q2 2026, its #335 holding.
Dark Forest Capital Management first reported a position in Bloom Energy in Q3 2021 and has held it in 9 quarters since.
Dark Forest Capital Management's Bloom Energy position peaked at $2.37M in Q1 2025.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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