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Ethic Inc’s Bloom Energy BE Stock Holding History

Ethic Inc’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 		$1.74M Buy
5,740
+1,353
+31% +$347K 0.02% 546
2026
Q1 		$594K Buy
4,387
+1,159
+36% +$170K 0.01% 810
2025
Q4 		$280K Buy
3,228
+458
+17% +$48.1K ﹤0.01% 1020
2025
Q3 		$234K Buy
+2,770
New +$129K ﹤0.01% 1055

Other funds holding BE

ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ethic Inc's BE Position: Q2 2026 in Review

Ethic Inc increased its Bloom Energy (BE) stake by 31% in Q2 2026, buying an estimated $347K and bringing the position to 5,740 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #546.

Ethic Inc first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 429 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Ethic Inc held 5,740 shares of Bloom Energy worth $1.74M as of Q2 2026.
  • Ethic Inc bought 1,353 Bloom Energy shares in Q2 2026, an estimated $347K.
  • Bloom Energy made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #546 holding.
  • Ethic Inc first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 429 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.