HRT Financial’s Bloom Energy BE Stock Holding History

HRT Financial’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	$600M	Buy	+1,983,519	New	+$508M	1.1%	6
2025 Q3	–	Sell	-158,037	Closed	-$3.78M	–	2865
2025 Q2	$3.78M	Buy	158,037 +70,191	+80%	+$1.36M	0.02%	655
2025 Q1	$1.73M	Buy	87,846 +60,155	+217%	+$1.44M	0.01%	870
2024 Q4	$615K	Buy	+27,691	New	+$485K	﹤0.01%	1342
2023 Q1	–	Sell	-42,207	Closed	-$806K	–	2499
2022 Q4	$806K	Sell	42,207 -38,162	-47%	-$749K	0.01%	1088
2022 Q3	$1.61M	Buy	+80,369	New	+$1.81M	0.02%	690
2022 Q2	–	Sell	-38,771	Closed	-$936K	–	2937
2022 Q1	$936K	Buy	+38,771	New	+$757K	0.01%	1122
2021 Q4	–	Sell	-176,585	Closed	-$3.31M	–	3194
2021 Q3	$3.31M	Buy	+176,585	New	+$3.74M	0.02%	474
2021 Q2	–	Sell	-44,157	Closed	-$1.19M	–	2847
2021 Q1	$1.19M	Buy	+44,157	New	+$1.44M	0.01%	965
2020 Q2	–	Sell	-79,551	Closed	-$416K	–	1539
2020 Q1	$416K	Buy	+79,551	New	+$675K	0.03%	433

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 $3.38T AUM 44.17% 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

HRT Financial's BE Position: Q2 2026 in Review

HRT Financial opened a new position in Bloom Energy (BE) in Q2 2026: 1,983,519 shares worth $600M. The stake represents 1.1% of the portfolio and ranks #6 among its holdings. This is a return to the name: HRT Financial previously reported a position in BE as recently as Q2 2025.

HRT Financial first reported a position in BE in Q1 2020 and has held it in 10 quarters since. 1,286 funds tracked by Wall St. Rank hold BE as of Q2 2026.

HRT Financial held 1,983,519 shares of Bloom Energy worth $600M as of Q2 2026.
Bloom Energy was a new HRT Financial position in Q2 2026.
Bloom Energy made up 1.1% of HRT Financial's portfolio in Q2 2026, its #6 holding.
HRT Financial first reported a position in Bloom Energy in Q1 2020 and has held it in 10 quarters since.
1,286 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.