Goldman Sachs
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Goldman Sachs’s Bloom Energy BE Stock Holding History

Goldman Sachs’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
Q1 		$1.24B Buy
9,120,513
+7,094,268
+350% +$1.04B 0.14% 128
2025
Q4 		$176M Buy
2,026,245
+607,540
+43% +$63.8M 0.02% 690
2025
Q3 		$120M Sell
1,418,705
-680,043
-32% -$31.6M 0.01% 831
2025
Q2 		$50.2M Sell
2,098,748
-400,092
-16% -$7.75M 0.01% 1331
2025
Q1 		$49.1M Buy
2,498,840
+802,210
+47% +$19.2M 0.01% 1243
2024
Q4 		$37.7M Sell
1,696,630
-904,589
-35% -$15.9M 0.01% 1543
2024
Q3 		$27.5M Buy
2,601,219
+758,504
+41% +$9M ﹤0.01% 1770
2024
Q2 		$22.6M Buy
1,842,715
+217,338
+13% +$2.77M ﹤0.01% 1793
2024
Q1 		$18.3M Sell
1,625,377
-234,067
-13% -$2.57M ﹤0.01% 1921
2023
Q4 		$27.5M Sell
1,859,444
-175,603
-9% -$2.2M 0.01% 1621
2023
Q3 		$27M Buy
2,035,047
+255,378
+14% +$4M 0.01% 1542
2023
Q2 		$29.1M Sell
1,779,669
-433,097
-20% -$7M 0.01% 1536
2023
Q1 		$44.1M Buy
2,212,766
+806,863
+57% +$17.7M 0.01% 1152
2022
Q4 		$26.9M Buy
1,405,903
+111,238
+9% +$2.18M 0.01% 1694
2022
Q3 		$25.9M Buy
1,294,665
+205,428
+19% +$4.63M 0.01% 1630
2022
Q2 		$18M Sell
1,089,237
-109,013
-9% -$2M ﹤0.01% 1982
2022
Q1 		$28.9M Buy
1,198,250
+469,679
+64% +$9.18M 0.01% 1749
2021
Q4 		$16M Sell
728,571
-81,247
-10% -$2.06M ﹤0.01% 2327
2021
Q3 		$15.2M Buy
809,818
+245,275
+43% +$5.19M ﹤0.01% 2319
2021
Q2 		$15.2M Buy
564,543
+63,157
+13% +$1.53M ﹤0.01% 2301
2021
Q1 		$13.6M Buy
501,386
+94,571
+23% +$3.08M ﹤0.01% 2284
2020
Q4 		$11.7M Buy
406,815
+287,326
+240% +$6.13M ﹤0.01% 2326
2020
Q3 		$2.15M Sell
119,489
-137,053
-53% -$2.05M ﹤0.01% 3516
2020
Q2 		$2.79M Buy
256,542
+154,547
+152% +$1.21M ﹤0.01% 3221
2020
Q1 		$533K Sell
101,995
-60,746
-37% -$515K ﹤0.01% 4176
2019
Q4 		$1.22M Buy
162,741
+96,879
+147% +$470K ﹤0.01% 3998
2019
Q3 		$214K Buy
65,862
+19,162
+41% +$143K ﹤0.01% 4804
2019
Q2 		$573K Sell
46,700
-974,335
-95% -$12M ﹤0.01% 4325
2019
Q1 		$13.2M Buy
1,021,035
+1,002,762
+5,488% +$12.3M ﹤0.01% 2203
2018
Q4 		$182K Buy
+18,273
New +$353K ﹤0.01% 4851

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

Goldman Sachs's BE Position: Q1 2026 in Review

Goldman Sachs increased its Bloom Energy (BE) stake by 350% in Q1 2026, buying an estimated $1.04B and bringing the position to 9,120,513 shares worth $1.24B. The position accounts for 0.14% of the portfolio, ranked #128.

Goldman Sachs first reported a position in BE in Q4 2018 and has held it in 30 quarters since. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Goldman Sachs held 9,120,513 shares of Bloom Energy worth $1.24B as of Q1 2026.
  • Goldman Sachs bought 7,094,268 Bloom Energy shares in Q1 2026, an estimated $1.04B.
  • Bloom Energy made up 0.14% of Goldman Sachs's portfolio in Q1 2026, its #128 holding.
  • Goldman Sachs first reported a position in Bloom Energy in Q4 2018 and has held it in 30 quarters since.
  • 979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.