DnB Asset Management’s Bloom Energy BE Stock Holding History

DnB 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	$28.5M	Buy	94,093 +12,422	+15%	+$3.18M	0.08%	174
2026 Q1	$11.1M	Buy	81,671 +19,016	+30%	+$2.79M	0.04%	285
2025 Q4	$5.44M	Buy	62,655 +50,959	+436%	+$5.35M	0.02%	418
2025 Q3	$989K	Sell	11,696 -117,157	-91%	-$5.44M	﹤0.01%	639
2025 Q2	$3.08M	Sell	128,853 -11,531	-8%	-$223K	0.01%	488
2025 Q1	$2.76M	Sell	140,384 -29,778	-17%	-$711K	0.01%	509
2024 Q4	$3.78M	Buy	+170,162	New	+$2.98M	0.02%	441
2023 Q1	–	Sell	-260,387	Closed	-$4.98M	–	648
2022 Q4	$4.98M	Buy	+260,387	New	+$5.11M	0.04%	350
2022 Q1	–	Sell	-23,789	Closed	-$522K	–	646
2021 Q4	$522K	Buy	+23,789	New	+$602K	﹤0.01%	649
2021 Q3	–	Sell	-238,309	Closed	-$6.4M	–	644
2021 Q2	$6.4M	Buy	+238,309	New	+$5.78M	0.04%	309
2020 Q4	–	Sell	-21,083	Closed	-$379K	–	625
2020 Q3	$379K	Buy	+21,083	New	+$315K	﹤0.01%	594

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

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

DnB Asset Management increased its Bloom Energy (BE) stake by 15% in Q2 2026, buying an estimated $3.18M and bringing the position to 94,093 shares worth $28.5M. The position accounts for 0.08% of the portfolio, ranked #174.

DnB Asset Management first reported a position in BE in Q3 2020 and has held it in 11 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

DnB Asset Management held 94,093 shares of Bloom Energy worth $28.5M as of Q2 2026.
DnB Asset Management bought 12,422 Bloom Energy shares in Q2 2026, an estimated $3.18M.
Bloom Energy made up 0.08% of DnB Asset Management's portfolio in Q2 2026, its #174 holding.
DnB Asset Management first reported a position in Bloom Energy in Q3 2020 and has held it in 11 quarters since.
1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on DnB Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.