Holocene Advisors’s Bloom Energy BE Stock Holding History

Holocene Advisors’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	$27.4M	Sell	90,401 -289,599	-76%	-$74.2M	0.06%	249
2026 Q1	$51.5M	Buy	+380,000	New	+$55.8M	0.12%	179
2024 Q1	–	Sell	-303,272	Closed	-$4.49M	–	713
2023 Q4	$4.49M	Sell	303,272 -123,544	-29%	-$1.55M	0.02%	373
2023 Q3	$5.66M	Buy	426,816 +300,604	+238%	+$4.71M	0.02%	368
2023 Q2	$2.06M	Buy	+126,212	New	+$2.04M	0.01%	536
2021 Q3	–	Sell	-66,358	Closed	-$1.78M	–	808
2021 Q2	$1.78M	Buy	+66,358	New	+$1.61M	0.01%	584

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Holocene Advisors's BE Position: Q2 2026 in Review

Holocene Advisors reduced its Bloom Energy (BE) stake by 76% in Q2 2026, selling an estimated $74.2M and leaving 90,401 shares worth $27.4M. The position accounts for 0.06% of the portfolio, ranked #249.

Holocene Advisors first reported a position in BE in Q2 2021 and has held it in 6 quarters since. The position peaked at $51.5M in Q1 2026. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Holocene Advisors held 90,401 shares of Bloom Energy worth $27.4M as of Q2 2026.
Holocene Advisors sold 289,599 Bloom Energy shares in Q2 2026, an estimated $74.2M.
Bloom Energy made up 0.06% of Holocene Advisors's portfolio in Q2 2026, its #249 holding.
Holocene Advisors first reported a position in Bloom Energy in Q2 2021 and has held it in 6 quarters since.
Holocene Advisors's Bloom Energy position peaked at $51.5M in Q1 2026.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.