Jennison Associates’s Bloom Energy BE Stock Holding History

Jennison Associates’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	$773M	Sell	2,554,512 -132,517	-5%	-$34M	0.46%	45
2026 Q1	$364M	Buy	2,687,029 +2,673,710	+20,074%	+$392M	0.25%	51
2025 Q4	$1.16M	Buy	13,319 +2,849	+27%	+$299K	﹤0.01%	484
2025 Q3	$885K	Buy	+10,470	New	+$486K	﹤0.01%	476
2022 Q4	–	Sell	-32,639	Closed	-$652K	–	579
2022 Q3	$652K	Buy	+32,639	New	+$735K	﹤0.01%	562

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

Jennison Associates's BE Position: Q2 2026 in Review

Jennison Associates reduced its Bloom Energy (BE) stake by 4.9% in Q2 2026, selling an estimated $34M and leaving 2,554,512 shares worth $773M. The position accounts for 0.46% of the portfolio, ranked #45.

Jennison Associates first reported a position in BE in Q3 2022 and has held it in 5 quarters since. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Jennison Associates held 2,554,512 shares of Bloom Energy worth $773M as of Q2 2026.
Jennison Associates sold 132,517 Bloom Energy shares in Q2 2026, an estimated $34M.
Bloom Energy made up 0.46% of Jennison Associates's portfolio in Q2 2026, its #45 holding.
Jennison Associates first reported a position in Bloom Energy in Q3 2022 and has held it in 5 quarters since.
1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Jennison Associates's 13F filing for Q2 2026, filed 3 Aug 2026.