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Essential Partners’s Bloom Energy BE Stock Holding History

Essential Partners’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 		$34.5K Sell
114
-154
-57% -$39.5K 0.02% 713
2026
Q1 		$36.3K Buy
268
+1
+0.4% +$147 0.01% 690
2025
Q4 		$23.2K Buy
267
+5
+2% +$525 0.01% 855
2025
Q3 		$22.2K Hold
262
– – 0.01% 860
2025
Q2 		$6.27K Buy
+262
New +$5.07K ﹤0.01% 985

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

Essential Partners's BE Position: Q2 2026 in Review

Essential Partners reduced its Bloom Energy (BE) stake by 57% in Q2 2026, selling an estimated $39.5K and leaving 114 shares worth $34.5K. The position accounts for 0.02% of the portfolio, ranked #713.

Essential Partners first reported a position in BE in Q2 2025 and has held it in 5 quarters since. The position peaked at $36.3K in Q1 2026. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Essential Partners held 114 shares of Bloom Energy worth $34.5K as of Q2 2026.
  • Essential Partners sold 154 Bloom Energy shares in Q2 2026, an estimated $39.5K.
  • Bloom Energy made up 0.02% of Essential Partners's portfolio in Q2 2026, its #713 holding.
  • Essential Partners first reported a position in Bloom Energy in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Bloom Energy position peaked at $36.3K in Q1 2026.
  • 1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.