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Equitable Holdings’s Bloom Energy BE Stock Holding History

Equitable Holdings’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 		$1.86M Buy
6,147
+2,107
+52% +$540K 0.01% 764
2026
Q1 		$432K Buy
4,040
+1,393
+53% +$204K ﹤0.01% 1310
2025
Q4 		$230K Sell
2,647
-313
-11% -$32.9K ﹤0.01% 1452
2025
Q3 		$250K Buy
+2,960
New +$137K ﹤0.01% 1356
2024
Q4 		– Sell
-11,462
Closed -$121K – 1269
2024
Q3 		$121K Hold
11,462
– – ﹤0.01% 1223
2024
Q2 		$140K Hold
11,462
– – ﹤0.01% 1162
2024
Q1 		$129K Sell
11,462
-16,140
-58% -$177K ﹤0.01% 1120
2023
Q4 		$409K Buy
27,602
+3,411
+14% +$42.7K 0.01% 838
2023
Q3 		$321K Buy
+24,191
New +$379K ﹤0.01% 851

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

Equitable Holdings's BE Position: Q2 2026 in Review

Equitable Holdings increased its Bloom Energy (BE) stake by 52% in Q2 2026, buying an estimated $540K and bringing the position to 6,147 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #764.

Equitable Holdings first reported a position in BE in Q3 2023 and has held it in 9 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Equitable Holdings held 6,147 shares of Bloom Energy worth $1.86M as of Q2 2026.
  • Equitable Holdings bought 2,107 Bloom Energy shares in Q2 2026, an estimated $540K.
  • Bloom Energy made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #764 holding.
  • Equitable Holdings first reported a position in Bloom Energy in Q3 2023 and has held it in 9 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.