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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 		$43.5M Buy
143,800
+27,000
+23% +$6.92M 0.05% 408
2026
Q1 		$15.8M Sell
116,800
-57,700
-33% -$8.47M 0.02% 790
2025
Q4 		$15.2M Buy
174,500
+74,500
+75% +$7.83M 0.02% 858
2025
Q3 		$8.46M Buy
100,000
+57,500
+135% +$2.67M 0.01% 1136
2025
Q2 		$1.02M Sell
42,500
-34,100
-45% -$660K ﹤0.01% 2032
2025
Q1 		$1.51M Sell
76,600
-600,000
-89% -$14.3M ﹤0.01% 1833
2024
Q4 		$15M Buy
+676,600
New +$11.9M 0.02% 789

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.