Elemental Capital Partners’s Bloom Energy BE Stock Holding History

Elemental Capital 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	$307M	Sell	1,013,406 -94,014	-8%	-$24.1M	64.41%	1
2026 Q1	$150M	Sell	1,107,420 -65,480	-6%	-$9.61M	63.89%	1
2025 Q4	$102M	Sell	1,172,900 -29,892	-2%	-$3.14M	54.22%	1
2025 Q3	$102M	Buy	+1,202,792	New	+$55.9M	57.5%	1
2024 Q4	$33.6M	Buy	+1,513,377	New	+$26.5M	31.48%	2
2022 Q3	$26.3M	Sell	1,318,005 -9,070	-0.7%	-$204K	38.85%	1
2022 Q2	$21.9M	Sell	1,327,075 -16,430	-1%	-$301K	28.53%	1
2022 Q1	$32.4M	Buy	1,343,505 +84,459	+7%	+$1.65M	27.8%	1
2021 Q4	$22.8M	Buy	1,259,046 +31,284	+3%	+$791K	19.55%	2
2021 Q3	$24.4M	Sell	1,227,762 -99,358	-7%	-$2.1M	20.35%	2
2021 Q2	$30.3M	Buy	1,327,120 +5,000	+0.4%	+$121K	24.91%	1
2021 Q1	$30.6M	Buy	+1,322,120	New	+$43.1M	25.69%	1

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

Elemental Capital Partners's BE Position: Q2 2026 in Review

Elemental Capital Partners reduced its Bloom Energy (BE) stake by 8.5% in Q2 2026, selling an estimated $24.1M and leaving 1,013,406 shares worth $307M. The position accounts for 64.41% of the portfolio, ranked #1.

Elemental Capital Partners first reported a position in BE in Q1 2021 and has held it in 12 quarters since. 1,275 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Elemental Capital Partners held 1,013,406 shares of Bloom Energy worth $307M as of Q2 2026.
Elemental Capital Partners sold 94,014 Bloom Energy shares in Q2 2026, an estimated $24.1M.
Bloom Energy made up 64.41% of Elemental Capital Partners's portfolio in Q2 2026, its #1 holding.
Elemental Capital Partners first reported a position in Bloom Energy in Q1 2021 and has held it in 12 quarters since.
1,275 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Elemental Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.