Envestnet Asset Management
BE icon

Envestnet Asset Management’s Bloom Energy BE Stock Holding History

Envestnet Asset Management’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 		$49.5M Sell
163,583
-17,244
-10% -$4.42M 0.01% 869
2026
Q1 		$24.5M Buy
180,827
+49,302
+37% +$7.24M 0.01% 1210
2025
Q4 		$11.4M Sell
131,525
-5,463
-4% -$574K ﹤0.01% 1611
2025
Q3 		$11.6M Buy
136,988
+105,159
+330% +$4.88M ﹤0.01% 1665
2025
Q2 		$761K Buy
31,829
+6,864
+27% +$133K ﹤0.01% 3429
2025
Q1 		$491K Buy
24,965
+7,540
+43% +$180K ﹤0.01% 3639
2024
Q4 		$387K Sell
17,425
-6,966
-29% -$122K ﹤0.01% 3743
2024
Q3 		$258K Sell
24,391
-29,586
-55% -$351K ﹤0.01% 3905
2024
Q2 		$661K Buy
53,977
+23,874
+79% +$304K ﹤0.01% 3295
2024
Q1 		$338K Buy
30,103
+8,447
+39% +$92.8K ﹤0.01% 3662
2023
Q4 		$321K Buy
21,656
+10,679
+97% +$134K ﹤0.01% 3582
2023
Q3 		$146K Buy
+10,977
New +$172K ﹤0.01% 3814
2023
Q2 		– Sell
-18,452
Closed -$368K – 3959
2023
Q1 		$368K Buy
18,452
+1,108
+6% +$24.3K ﹤0.01% 3345
2022
Q4 		$332K Sell
17,344
-680
-4% -$13.4K ﹤0.01% 3354
2022
Q3 		$360K Buy
18,024
+37
+0.2% +$834 ﹤0.01% 3234
2022
Q2 		$297K Sell
17,987
-1,314
-7% -$24.1K ﹤0.01% 3357
2022
Q1 		$466K Buy
19,301
+1,732
+10% +$33.8K ﹤0.01% 3157
2021
Q4 		$385K Sell
17,569
-47
-0.3% -$1.19K ﹤0.01% 3239
2021
Q3 		$330K Buy
17,616
+3,834
+28% +$81.1K ﹤0.01% 3236
2021
Q2 		$370K Sell
13,782
-1,992
-13% -$48.3K ﹤0.01% 3155
2021
Q1 		$427K Buy
+15,774
New +$514K ﹤0.01% 2934
2020
Q1 		– Sell
-10,453
Closed -$78K – 2974
2019
Q4 		$78K Sell
10,453
-5,670
-35% -$27.5K ﹤0.01% 3021
2019
Q3 		$52K Sell
16,123
-52,872
-77% -$395K ﹤0.01% 2986
2019
Q2 		$847K Buy
68,995
+33,768
+96% +$414K ﹤0.01% 2065
2019
Q1 		$455K Buy
+35,227
New +$431K ﹤0.01% 2401

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

Envestnet Asset Management's BE Position: Q2 2026 in Review

Envestnet Asset Management reduced its Bloom Energy (BE) stake by 9.5% in Q2 2026, selling an estimated $4.42M and leaving 163,583 shares worth $49.5M. The position accounts for 0.01% of the portfolio, ranked #869.

Envestnet Asset Management first reported a position in BE in Q1 2019 and has held it in 25 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Envestnet Asset Management held 163,583 shares of Bloom Energy worth $49.5M as of Q2 2026.
  • Envestnet Asset Management sold 17,244 Bloom Energy shares in Q2 2026, an estimated $4.42M.
  • Bloom Energy made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #869 holding.
  • Envestnet Asset Management first reported a position in Bloom Energy in Q1 2019 and has held it in 25 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.