Essential Partners
BE icon

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
Q3 		$31.6K Hold
114
– – 0.01% 766
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

ECP
Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Essential Partners's BE Position: Q3 2026 in Review

Essential Partners held its Bloom Energy (BE) position steady in Q3 2026 at 114 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #766.

Essential Partners first reported a position in BE in Q2 2025 and has held it in 6 quarters since. The position peaked at $36.3K in Q1 2026. 325 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Essential Partners held 114 shares of Bloom Energy worth $31.6K as of Q3 2026.
  • Essential Partners left its Bloom Energy share count unchanged in Q3 2026.
  • Bloom Energy made up 0.01% of Essential Partners's portfolio in Q3 2026, its #766 holding.
  • Essential Partners first reported a position in Bloom Energy in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Bloom Energy position peaked at $36.3K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.