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Itau Unibanco Holding S.A.’s Bloom Energy BE Stock Holding History

Itau Unibanco Holding S.A.’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 		$2.06M Buy
+6,813
New +$1.75M 0.04% 143
2026
Q1 		– Sell
-207
Closed -$18K – 369
2025
Q4 		$18K Sell
207
-2,699
-93% -$284K ﹤0.01% 286
2025
Q3 		$246K Sell
2,906
-2,935
-50% -$136K 0.01% 170
2025
Q2 		$140K Sell
5,841
-2,657
-31% -$51.4K 0.01% 184
2025
Q1 		$167K Sell
8,498
-35
-0.4% -$836 0.01% 192
2024
Q4 		$190K Buy
8,533
+148
+2% +$2.59K 0.01% 179
2024
Q3 		$88.5K Hold
8,385
– – ﹤0.01% 153
2024
Q2 		$103K Buy
+8,385
New +$107K ﹤0.01% 147
2024
Q1 		– Sell
-9,116
Closed -$135K – 149
2023
Q4 		$135K Buy
9,116
+3,158
+53% +$39.5K ﹤0.01% 166
2023
Q3 		$79K Sell
5,958
-24
-0.4% -$376 ﹤0.01% 222
2023
Q2 		$97.8K Buy
5,982
+40
+0.7% +$646 ﹤0.01% 235
2023
Q1 		$118K Sell
5,942
-8
-0.1% -$175 0.01% 217
2022
Q4 		$114K Sell
5,950
-486
-8% -$9.54K ﹤0.01% 276
2022
Q3 		$129K Sell
6,436
-3,221
-33% -$72.6K 0.01% 269
2022
Q2 		$159K Buy
9,657
+2,610
+37% +$47.8K 0.01% 243
2022
Q1 		$170K Hold
7,047
– – ﹤0.01% 241
2021
Q4 		$154K Buy
7,047
+840
+14% +$21.2K ﹤0.01% 186
2021
Q3 		$116K Buy
+6,207
New +$131K 0.01% 172

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Itau Unibanco Holding S.A.'s BE Position: Q2 2026 in Review

Itau Unibanco Holding S.A. opened a new position in Bloom Energy (BE) in Q2 2026: 6,813 shares worth $2.06M. The stake represents 0.04% of the portfolio and ranks #143 among its holdings. This is a return to the name: Itau Unibanco Holding S.A. previously reported a position in BE as recently as Q4 2025.

Itau Unibanco Holding S.A. first reported a position in BE in Q3 2021 and has held it in 18 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Itau Unibanco Holding S.A. held 6,813 shares of Bloom Energy worth $2.06M as of Q2 2026.
  • Bloom Energy was a new Itau Unibanco Holding S.A. position in Q2 2026.
  • Bloom Energy made up 0.04% of Itau Unibanco Holding S.A.'s portfolio in Q2 2026, its #143 holding.
  • Itau Unibanco Holding S.A. first reported a position in Bloom Energy in Q3 2021 and has held it in 18 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.