IEQ Capital’s Bloom Energy BE Stock Holding History

IEQ Capital’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	$856K	Buy	+2,829	New	+$725K	﹤0.01%	1171
2020 Q2	–	Sell	-11,226	Closed	-$59K	–	327
2020 Q1	$59K	Buy	+11,226	New	+$95.2K	﹤0.01%	363

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

IEQ Capital's BE Position: Q2 2026 in Review

IEQ Capital opened a new position in Bloom Energy (BE) in Q2 2026: 2,829 shares worth $856K. The stake represents ﹤0.01% of the portfolio and ranks #1171 among its holdings. This is a return to the name: IEQ Capital previously reported a position in BE as recently as Q1 2020.

IEQ Capital first reported a position in BE in Q1 2020 and has held it in 2 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

IEQ Capital held 2,829 shares of Bloom Energy worth $856K as of Q2 2026.
Bloom Energy was a new IEQ Capital position in Q2 2026.
Bloom Energy made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1171 holding.
IEQ Capital first reported a position in Bloom Energy in Q1 2020 and has held it in 2 quarters since.
1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.