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Freestone Grove Partners’s Bloom Energy BE Stock Holding History

Freestone Grove 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 		$4.58M Sell
15,142
-91,450
-86% -$23.4M 0.03% 349
2026
Q1 		$14.4M Buy
106,592
+14,849
+16% +$2.18M 0.1% 252
2025
Q4 		$7.97M Sell
91,743
-419,836
-82% -$44.1M 0.06% 313
2025
Q3 		$43.3M Buy
511,579
+310,000
+154% +$14.4M 0.32% 109
2025
Q2 		$4.82M Buy
+201,579
New +$3.9M 0.04% 325
2025
Q1 		– Sell
-41,738
Closed -$927K – 595
2024
Q4 		$927K Buy
+41,738
New +$732K 0.01% 304

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

Freestone Grove Partners's BE Position: Q2 2026 in Review

Freestone Grove Partners reduced its Bloom Energy (BE) stake by 86% in Q2 2026, selling an estimated $23.4M and leaving 15,142 shares worth $4.58M. The position accounts for 0.03% of the portfolio, ranked #349.

Freestone Grove Partners first reported a position in BE in Q4 2024 and has held it in 6 quarters since. The position peaked at $43.3M in Q3 2025. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Freestone Grove Partners held 15,142 shares of Bloom Energy worth $4.58M as of Q2 2026.
  • Freestone Grove Partners sold 91,450 Bloom Energy shares in Q2 2026, an estimated $23.4M.
  • Bloom Energy made up 0.03% of Freestone Grove Partners's portfolio in Q2 2026, its #349 holding.
  • Freestone Grove Partners first reported a position in Bloom Energy in Q4 2024 and has held it in 6 quarters since.
  • Freestone Grove Partners's Bloom Energy position peaked at $43.3M in Q3 2025.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.