Essex LLC’s Bloom Energy BE Stock Holding History

Essex LLC’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	$1.05M	Sell	3,462 -1,293	-27%	-$331K	0.16%	82
2026 Q1	$644K	Hold	4,755	–	–	0.11%	100
2025 Q4	$413K	Buy	4,755 +12	+0.3%	+$1.26K	0.07%	119
2025 Q3	$401K	Buy	+4,743	New	+$220K	0.07%	117

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 $3.38T AUM 44.17% 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

Essex LLC's BE Position: Q2 2026 in Review

Essex LLC reduced its Bloom Energy (BE) stake by 27% in Q2 2026, selling an estimated $331K and leaving 3,462 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #82.

Essex LLC first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Essex LLC held 3,462 shares of Bloom Energy worth $1.05M as of Q2 2026.
Essex LLC sold 1,293 Bloom Energy shares in Q2 2026, an estimated $331K.
Bloom Energy made up 0.16% of Essex LLC's portfolio in Q2 2026, its #82 holding.
Essex LLC first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.