EF
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Empowered Funds’s Bloom Energy BE Stock Holding History

Empowered Funds’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 		$1.99M Sell
6,590
-8,236
-56% -$2.11M 0.01% 1196
2026
Q1 		$2.01M Buy
+14,826
New +$2.18M 0.01% 1105
2025
Q4 		– Sell
-85,894
Closed -$7.26M – 1094
2025
Q3 		$7.26M Buy
+85,894
New +$3.99M 0.07% 362

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

Empowered Funds's BE Position: Q2 2026 in Review

Empowered Funds reduced its Bloom Energy (BE) stake by 56% in Q2 2026, selling an estimated $2.11M and leaving 6,590 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #1196.

Empowered Funds first reported a position in BE in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.26M in Q3 2025. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Empowered Funds held 6,590 shares of Bloom Energy worth $1.99M as of Q2 2026.
  • Empowered Funds sold 8,236 Bloom Energy shares in Q2 2026, an estimated $2.11M.
  • Bloom Energy made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1196 holding.
  • Empowered Funds first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
  • Empowered Funds's Bloom Energy position peaked at $7.26M in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.