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Edgestream Partners’s Bloom Energy BE Stock Holding History

Edgestream Partners’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 		$2M Sell
6,595
-18,192
-73% -$4.66M 0.06% 521
2026
Q1 		$3.36M Buy
24,787
+5,920
+31% +$869K 0.11% 352
2025
Q4 		$1.64M Buy
18,867
+9,503
+101% +$998K 0.05% 583
2025
Q3 		$792K Buy
+9,364
New +$435K 0.02% 665
2024
Q4 		– Sell
-310,047
Closed -$3.27M – 862
2024
Q3 		$3.27M Buy
+310,047
New +$3.68M 0.14% 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

Edgestream Partners's BE Position: Q2 2026 in Review

Edgestream Partners reduced its Bloom Energy (BE) stake by 73% in Q2 2026, selling an estimated $4.66M and leaving 6,595 shares worth $2M. The position accounts for 0.06% of the portfolio, ranked #521.

Edgestream Partners first reported a position in BE in Q3 2024 and has held it in 5 quarters since. The position peaked at $3.36M in Q1 2026. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Edgestream Partners held 6,595 shares of Bloom Energy worth $2M as of Q2 2026.
  • Edgestream Partners sold 18,192 Bloom Energy shares in Q2 2026, an estimated $4.66M.
  • Bloom Energy made up 0.06% of Edgestream Partners's portfolio in Q2 2026, its #521 holding.
  • Edgestream Partners first reported a position in Bloom Energy in Q3 2024 and has held it in 5 quarters since.
  • Edgestream Partners's Bloom Energy position peaked at $3.36M in Q1 2026.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.