Janus Henderson Group
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Janus Henderson Group’s Bloom Energy BE Stock Holding History

Janus Henderson Group’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
Q1 		$20.3M Buy
150,094
+91,761
+157% +$13.5M 0.01% 599
2025
Q4 		$5.07M Sell
58,333
-37,275
-39% -$3.92M ﹤0.01% 931
2025
Q3 		$8.1M Buy
95,608
+4,466
+5% +$207K ﹤0.01% 791
2025
Q2 		$2.18M Hold
91,142
– – ﹤0.01% 1249
2025
Q1 		$1.85M Buy
91,142
+5,195
+6% +$124K ﹤0.01% 1319
2024
Q4 		$1.91M Hold
85,947
– – ﹤0.01% 1332
2024
Q3 		$907K Sell
85,947
-2,532,377
-97% -$30M ﹤0.01% 1721
2024
Q2 		$32M Buy
2,618,324
+2,494,292
+2,011% +$31.8M 0.02% 481
2024
Q1 		$1.39M Sell
124,032
-14,170
-10% -$156K ﹤0.01% 1462
2023
Q4 		$2.04M Sell
138,202
-53,069
-28% -$664K ﹤0.01% 1240
2023
Q3 		$2.54M Buy
191,271
+46,786
+32% +$733K ﹤0.01% 1066
2023
Q2 		$2.36M Buy
144,485
+9,002
+7% +$145K ﹤0.01% 1157
2023
Q1 		$2.7M Buy
135,483
+41,391
+44% +$906K ﹤0.01% 1112
2022
Q4 		$1.8M Sell
94,092
-177,579
-65% -$3.49M ﹤0.01% 1129
2022
Q3 		$5.43M Buy
271,671
+200,882
+284% +$4.53M ﹤0.01% 807
2022
Q2 		$1.17M Buy
70,789
+33,849
+92% +$620K ﹤0.01% 1253
2022
Q1 		$892K Sell
36,940
-249,586
-87% -$4.88M ﹤0.01% 1570
2021
Q4 		$6.29M Buy
286,526
+268,193
+1,463% +$6.78M ﹤0.01% 1018
2021
Q3 		$343K Buy
+18,333
New +$388K ﹤0.01% 1821

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Janus Henderson Group's BE Position: Q1 2026 in Review

Janus Henderson Group increased its Bloom Energy (BE) stake by 157% in Q1 2026, buying an estimated $13.5M and bringing the position to 150,094 shares worth $20.3M. The position accounts for 0.01% of the portfolio, ranked #599.

Janus Henderson Group first reported a position in BE in Q3 2021 and has held it in 19 quarters since. The position peaked at $32M in Q2 2024. 983 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Janus Henderson Group held 150,094 shares of Bloom Energy worth $20.3M as of Q1 2026.
  • Janus Henderson Group bought 91,761 Bloom Energy shares in Q1 2026, an estimated $13.5M.
  • Bloom Energy made up 0.01% of Janus Henderson Group's portfolio in Q1 2026, its #599 holding.
  • Janus Henderson Group first reported a position in Bloom Energy in Q3 2021 and has held it in 19 quarters since.
  • Janus Henderson Group's Bloom Energy position peaked at $32M in Q2 2024.
  • 983 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.