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 Q2	$60.6M	Sell	200,300 -4,846,900	-96%	-$1.24B	0.01%	1645
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 $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $3.37T AUM 44.26% 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

GAMA

Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return

Goldman Sachs's BE Position: Q2 2026 in Review

Goldman Sachs increased its Bloom Energy (BE) stake by 53% in Q2 2026, buying an estimated $1.24B and bringing the position to 13,950,652 shares worth $4.22B. The position accounts for 0.37% of the portfolio, ranked #40.

Goldman Sachs first reported a position in BE in Q4 2018 and has held it in 31 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Goldman Sachs held 13,950,652 shares of Bloom Energy worth $4.22B as of Q2 2026.
Goldman Sachs bought 4,830,139 Bloom Energy shares in Q2 2026, an estimated $1.24B.
Bloom Energy made up 0.37% of Goldman Sachs's portfolio in Q2 2026, its #40 holding.
Goldman Sachs first reported a position in Bloom Energy in Q4 2018 and has held it in 31 quarters since.
1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.