Erste Asset Management’s Bloom Energy BE Stock Holding History

Erste 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	$34.8M	Sell	126,454 -50,854	-29%	-$13M	0.27%	85
2026 Q1	$21.2M	Sell	177,308 -12,271	-6%	-$1.8M	0.2%	121
2025 Q4	$16.8M	Sell	189,579 -163,611	-46%	-$17.2M	0.14%	146
2025 Q3	$26M	Sell	353,190 -372,155	-51%	-$17.3M	0.25%	105
2025 Q2	$16.1M	Buy	725,345 +85,150	+13%	+$1.65M	0.14%	149
2025 Q1	$13M	Buy	640,195 +11,323	+2%	+$270K	0.17%	131
2024 Q4	$14.4M	Buy	628,872 +277,255	+79%	+$4.86M	0.18%	127
2024 Q3	$3.76M	Sell	351,617 -29,572	-8%	-$351K	0.05%	266
2024 Q2	$4.97M	Buy	381,189 +49,428	+15%	+$630K	0.07%	222
2024 Q1	$3.66M	Buy	331,761 +81,761	+33%	+$899K	0.05%	254
2023 Q4	$3.81M	Hold	250,000	–	–	0.06%	248
2023 Q3	$3.31M	Hold	250,000	–	–	0.06%	237
2023 Q2	$4.06M	Hold	250,000	–	–	0.07%	233
2023 Q1	$4.89M	Hold	250,000	–	–	0.09%	211
2022 Q4	$4.67M	Buy	250,000 +44,740	+22%	+$879K	0.1%	211
2022 Q3	$4.14M	Hold	205,260	–	–	0.09%	219
2022 Q2	$3.35M	Hold	205,260	–	–	0.07%	247
2022 Q1	$5.04M	Buy	205,260 +11,480	+6%	+$224K	0.1%	217
2021 Q4	$4.1M	Buy	193,780 +6,860	+4%	+$174K	0.07%	221
2021 Q3	$3.47M	Hold	186,920	–	–	0.07%	237
2021 Q2	$5.07M	Buy	186,920 +26,920	+17%	+$653K	0.1%	203
2021 Q1	$4.04M	Hold	160,000	–	–	0.1%	208
2020 Q4	$4.45M	Buy	+160,000	New	+$3.42M	0.12%	182
2020 Q1	–	Sell	-250,000	Closed	-$1.59M	–	403
2019 Q4	$1.59M	Buy	+250,000	New	+$1.21M	0.07%	232
2019 Q3	–	Sell	-100,000	Closed	-$1.16M	–	410
2019 Q2	$1.16M	Buy	100,000 +40,000	+67%	+$491K	0.06%	237
2019 Q1	$730K	Buy	60,000 +10,000	+20%	+$122K	0.04%	274
2018 Q4	$548K	Buy	+50,000	New	+$966K	0.04%	297

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

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

Erste Asset Management reduced its Bloom Energy (BE) stake by 29% in Q2 2026, selling an estimated $13M and leaving 126,454 shares worth $34.8M. The position accounts for 0.27% of the portfolio, ranked #85.

Erste Asset Management first reported a position in BE in Q4 2018 and has held it in 27 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Erste Asset Management held 126,454 shares of Bloom Energy worth $34.8M as of Q2 2026.
Erste Asset Management sold 50,854 Bloom Energy shares in Q2 2026, an estimated $13M.
Bloom Energy made up 0.27% of Erste Asset Management's portfolio in Q2 2026, its #85 holding.
Erste Asset Management first reported a position in Bloom Energy in Q4 2018 and has held it in 27 quarters since.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.