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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Edgestream Partners's BE Position: Q1 2026 in Review

Edgestream Partners increased its Bloom Energy (BE) stake by 31% in Q1 2026, buying an estimated $869K and bringing the position to 24,787 shares worth $3.36M. The position accounts for 0.11% of the portfolio, ranked #352.

Edgestream Partners first reported a position in BE in Q3 2024 and has held it in 4 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Edgestream Partners held 24,787 shares of Bloom Energy worth $3.36M as of Q1 2026.
  • Edgestream Partners bought 5,920 Bloom Energy shares in Q1 2026, an estimated $869K.
  • Bloom Energy made up 0.11% of Edgestream Partners's portfolio in Q1 2026, its #352 holding.
  • Edgestream Partners first reported a position in Bloom Energy in Q3 2024 and has held it in 4 quarters since.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.