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	$684M	Buy	+5,047,200	New	+$741M	0.08%	253
2025 Q4	–	Sell	-24,500	Closed	-$2.07M	–	6449
2025 Q3	$2.07M	Buy	+24,500	New	+$1.14M	﹤0.01%	4443
2023 Q3	–	Sell	-100,000	Closed	-$1.64M	–	5541
2023 Q2	$1.64M	Buy	+100,000	New	+$1.62M	﹤0.01%	4013

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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. 978 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.
978 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.