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Emerald Advisers’s Bloom Energy BE Stock Holding History

Emerald Advisers’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 		$2.37M Sell
7,816
-533,971
-99% -$137M 0.06% 133
2026
Q1 		$73.4M Sell
541,787
-17,276
-3% -$2.54M 2.32% 3
2025
Q4 		$48.6M Sell
559,063
-125,883
-18% -$13.2M 1.5% 12
2025
Q3 		$57.9M Buy
684,946
+309,150
+82% +$14.4M 1.86% 7
2025
Q2 		$8.99M Buy
375,796
+15,382
+4% +$298K 0.33% 98
2025
Q1 		$7.09M Sell
360,414
-8,365
-2% -$200K 0.32% 101
2024
Q4 		$8.19M Buy
368,779
+345,308
+1,471% +$6.05M 0.32% 93
2024
Q3 		$248K Buy
+23,471
New +$278K 0.01% 208

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

Emerald Advisers's BE Position: Q2 2026 in Review

Emerald Advisers reduced its Bloom Energy (BE) stake by 99% in Q2 2026, selling an estimated $137M and leaving 7,816 shares worth $2.37M. The position accounts for 0.06% of the portfolio, ranked #133.

Emerald Advisers first reported a position in BE in Q3 2024 and has held it in 8 quarters since. The position peaked at $73.4M in Q1 2026. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Emerald Advisers held 7,816 shares of Bloom Energy worth $2.37M as of Q2 2026.
  • Emerald Advisers sold 533,971 Bloom Energy shares in Q2 2026, an estimated $137M.
  • Bloom Energy made up 0.06% of Emerald Advisers's portfolio in Q2 2026, its #133 holding.
  • Emerald Advisers first reported a position in Bloom Energy in Q3 2024 and has held it in 8 quarters since.
  • Emerald Advisers's Bloom Energy position peaked at $73.4M in Q1 2026.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Emerald Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.