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Duff & Phelps Investment Management’s Bloom Energy BE Stock Holding History

Duff & Phelps Investment 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 		$4.24M Sell
14,001
-14,668
-51% -$3.76M 0.04% 121
2026
Q1 		$3.88M Sell
28,669
-5,579
-16% -$819K 0.04% 119
2025
Q4 		$2.98M Sell
34,248
-142
-0.4% -$14.9K 0.03% 121
2025
Q3 		$2.91M Sell
34,390
-30,930
-47% -$1.44M 0.03% 123
2025
Q2 		$1.56M Buy
65,320
+37,896
+138% +$734K 0.02% 131
2025
Q1 		$539K Buy
27,424
+1,593
+6% +$38K 0.01% 140
2024
Q4 		$574K Sell
25,831
-23,128
-47% -$405K 0.01% 142
2024
Q3 		$517K Buy
+48,959
New +$581K 0.01% 145
2024
Q2 		– Sell
-20,259
Closed -$228K – 231
2024
Q1 		$228K Sell
20,259
-380
-2% -$4.18K ﹤0.01% 247
2023
Q4 		$305K Buy
20,639
+3,474
+20% +$43.5K ﹤0.01% 247
2023
Q3 		$228K Buy
17,165
+3,947
+30% +$61.9K ﹤0.01% 251
2023
Q2 		$216K Sell
13,218
-1,897
-13% -$30.7K ﹤0.01% 242
2023
Q1 		$301K Buy
+15,115
New +$331K ﹤0.01% 240

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

Duff & Phelps Investment Management's BE Position: Q2 2026 in Review

Duff & Phelps Investment Management reduced its Bloom Energy (BE) stake by 51% in Q2 2026, selling an estimated $3.76M and leaving 14,001 shares worth $4.24M. The position accounts for 0.04% of the portfolio, ranked #121.

Duff & Phelps Investment Management first reported a position in BE in Q1 2023 and has held it in 13 quarters since. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Duff & Phelps Investment Management held 14,001 shares of Bloom Energy worth $4.24M as of Q2 2026.
  • Duff & Phelps Investment Management sold 14,668 Bloom Energy shares in Q2 2026, an estimated $3.76M.
  • Bloom Energy made up 0.04% of Duff & Phelps Investment Management's portfolio in Q2 2026, its #121 holding.
  • Duff & Phelps Investment Management first reported a position in Bloom Energy in Q1 2023 and has held it in 13 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.