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
Q2 		$3.07B Buy
10,150,200
+6,818,000
+205% +$1.75B 0.27% 61
2026
Q1 		$451M Buy
+3,332,200
New +$489M 0.05% 379
2025
Q4 		– Sell
-200,000
Closed -$16.9M – 6450
2025
Q3 		$16.9M Buy
+200,000
New +$9.29M ﹤0.01% 2428
2025
Q1 		– Sell
-34,600
Closed -$768K – 6059
2024
Q4 		$768K Sell
34,600
-400,800
-92% -$7.03M ﹤0.01% 5004
2024
Q3 		$4.6M Buy
435,400
+34,400
+9% +$408K ﹤0.01% 3419
2024
Q2 		$4.91M Buy
+401,000
New +$5.11M ﹤0.01% 3167
2020
Q4 		– Sell
-26,600
Closed -$478K – 5485
2020
Q3 		$478K Buy
+26,600
New +$397K ﹤0.01% 4504

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
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
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.