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Dmitry Balyasny’s Bloom Energy BE Stock Holding History

Dmitry Balyasny’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 		$74.5M Buy
246,157
+122,640
+99% +$31.4M 0.09% 254
2026
Q1 		$16.7M Buy
123,517
+61,138
+98% +$8.97M 0.02% 762
2025
Q4 		$5.42M Buy
62,379
+53,460
+599% +$5.62M 0.01% 1355
2025
Q3 		$754K Sell
8,919
-1,014,012
-99% -$47.1M ﹤0.01% 2232
2025
Q2 		$24.5M Buy
1,022,931
+340,633
+50% +$6.59M 0.04% 590
2025
Q1 		$13.4M Sell
682,298
-931,981
-58% -$22.2M 0.02% 763
2024
Q4 		$35.9M Buy
1,614,279
+1,198,211
+288% +$21M 0.05% 435
2024
Q3 		$4.39M Sell
416,068
-371,931
-47% -$4.41M 0.01% 1315
2024
Q2 		$9.65M Buy
787,999
+508,441
+182% +$6.48M 0.02% 904
2024
Q1 		$3.14M Sell
279,558
-314,777
-53% -$3.46M 0.01% 1393
2023
Q4 		$8.8M Sell
594,335
-336,968
-36% -$4.22M 0.02% 913
2023
Q3 		$12.3M Buy
931,303
+899,755
+2,852% +$14.1M 0.03% 764
2023
Q2 		$516K Buy
+31,548
New +$510K ﹤0.01% 1849
2022
Q4 		– Sell
-446,448
Closed -$8.92M – 2781
2022
Q3 		$8.92M Sell
446,448
-2,488
-0.6% -$56.1K 0.03% 740
2022
Q2 		$7.41M Buy
448,936
+111,136
+33% +$2.03M 0.02% 768
2022
Q1 		$8.16M Buy
+337,800
New +$6.6M 0.03% 768
2021
Q4 		– Sell
-48,717
Closed -$912K – 2238
2021
Q3 		$912K Buy
+48,717
New +$1.03M ﹤0.01% 1363
2021
Q1 		– Sell
-20,218
Closed -$579K – 1759
2020
Q4 		$579K Buy
+20,218
New +$432K ﹤0.01% 1104
2019
Q3 		– Sell
-401,330
Closed -$4.92M – 1172
2019
Q2 		$4.92M Buy
401,330
+220,624
+122% +$2.71M 0.03% 613
2019
Q1 		$2.33M Buy
+180,706
New +$2.21M 0.02% 776
2018
Q4 		– Sell
-221,924
Closed -$7.56M – 1404
2018
Q3 		$7.56M Buy
+221,924
New +$6.2M 0.03% 576

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

Dmitry Balyasny's BE Position: Q2 2026 in Review

Dmitry Balyasny increased its Bloom Energy (BE) stake by 99% in Q2 2026, buying an estimated $31.4M and bringing the position to 246,157 shares worth $74.5M. The position accounts for 0.09% of the portfolio, ranked #254.

Dmitry Balyasny first reported a position in BE in Q3 2018 and has held it in 21 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Dmitry Balyasny held 246,157 shares of Bloom Energy worth $74.5M as of Q2 2026.
  • Dmitry Balyasny bought 122,640 Bloom Energy shares in Q2 2026, an estimated $31.4M.
  • Bloom Energy made up 0.09% of Dmitry Balyasny's portfolio in Q2 2026, its #254 holding.
  • Dmitry Balyasny first reported a position in Bloom Energy in Q3 2018 and has held it in 21 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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