DZ Bank’s Bloom Energy BE Stock Holding History

DZ Bank’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	$2.16M	Buy	7,140 +4,683	+191%	+$1.2M	﹤0.01%	642
2026 Q1	$333K	Hold	2,457	–	–	﹤0.01%	857
2025 Q4	$213K	Buy	+2,457	New	+$258K	﹤0.01%	865
2024 Q4	–	Sell	-3,800	Closed	-$40.1K	–	948
2024 Q3	$40.1K	Hold	3,800	–	–	﹤0.01%	934
2024 Q2	$46.5K	Hold	3,800	–	–	﹤0.01%	964
2024 Q1	$42.7K	Hold	3,800	–	–	﹤0.01%	981
2023 Q4	$56.2K	Hold	3,800	–	–	﹤0.01%	945
2023 Q3	$50.4K	Hold	3,800	–	–	﹤0.01%	944
2023 Q2	$62.1K	Hold	3,800	–	–	﹤0.01%	943
2023 Q1	$75.7K	Hold	3,800	–	–	﹤0.01%	942
2022 Q4	$72.7K	Hold	3,800	–	–	﹤0.01%	941
2022 Q3	$76K	Hold	3,800	–	–	﹤0.01%	924
2022 Q2	$62.7K	Sell	3,800 -2,700	-42%	-$49.4K	﹤0.01%	943
2022 Q1	$157K	Sell	6,500 -6,500	-50%	-$127K	﹤0.01%	892
2021 Q4	$284K	Buy	+13,000	New	+$329K	﹤0.01%	938

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

DZ Bank's BE Position: Q2 2026 in Review

DZ Bank increased its Bloom Energy (BE) stake by 191% in Q2 2026, buying an estimated $1.2M and bringing the position to 7,140 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #642.

DZ Bank first reported a position in BE in Q4 2021 and has held it in 15 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

DZ Bank held 7,140 shares of Bloom Energy worth $2.16M as of Q2 2026.
DZ Bank bought 4,683 Bloom Energy shares in Q2 2026, an estimated $1.2M.
Bloom Energy made up ﹤0.01% of DZ Bank's portfolio in Q2 2026, its #642 holding.
DZ Bank first reported a position in Bloom Energy in Q4 2021 and has held it in 15 quarters since.
1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.