Dimensional Fund Advisors
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Dimensional Fund Advisors’s Bloom Energy BE Stock Holding History

Dimensional Fund Advisors’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 		$148M Buy
489,860
+30,594
+7% +$7.84M 0.03% 891
2026
Q1 		$62.1M Sell
459,266
-60,635
-12% -$8.9M 0.01% 1386
2025
Q4 		$45.2M Sell
519,901
-1,050,602
-67% -$110M 0.01% 1563
2025
Q3 		$133M Sell
1,570,503
-20,256
-1% -$941K 0.03% 846
2025
Q2 		$38.1M Buy
1,590,759
+1,197,116
+304% +$23.2M 0.01% 1642
2025
Q1 		$7.74M Buy
393,643
+279,291
+244% +$6.67M ﹤0.01% 2358
2024
Q4 		$2.54M Buy
+114,352
New +$2M ﹤0.01% 2730
2023
Q1 		– Sell
-40,298
Closed -$770 – 3464
2022
Q4 		$770 Sell
40,298
-2,936
-7% -$57.7K ﹤0.01% 2962
2022
Q3 		$864K Buy
43,234
+11,367
+36% +$256K ﹤0.01% 2922
2022
Q2 		$526K Sell
31,867
-516
-2% -$9.45K ﹤0.01% 3053
2022
Q1 		$782K Buy
32,383
+8,663
+37% +$169K ﹤0.01% 3047
2021
Q4 		$520K Sell
23,720
-184
-0.8% -$4.65K ﹤0.01% 3157
2021
Q3 		$447K Buy
23,904
+6,409
+37% +$136K ﹤0.01% 3211
2021
Q2 		$470K Hold
17,495
– – ﹤0.01% 3172
2021
Q1 		$473K Buy
+17,495
New +$571K ﹤0.01% 3149

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

Dimensional Fund Advisors's BE Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Bloom Energy (BE) stake by 6.7% in Q2 2026, buying an estimated $7.84M and bringing the position to 489,860 shares worth $148M. The position accounts for 0.03% of the portfolio, ranked #891.

Dimensional Fund Advisors first reported a position in BE in Q1 2021 and has held it in 15 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Dimensional Fund Advisors held 489,860 shares of Bloom Energy worth $148M as of Q2 2026.
  • Dimensional Fund Advisors bought 30,594 Bloom Energy shares in Q2 2026, an estimated $7.84M.
  • Bloom Energy made up 0.03% of Dimensional Fund Advisors's portfolio in Q2 2026, its #891 holding.
  • Dimensional Fund Advisors first reported a position in Bloom Energy in Q1 2021 and has held it in 15 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.