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John Overdeck’s Bloom Energy BE Stock Holding History

John Overdeck’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 		$610M Sell
2,016,532
-1,531,306
-43% -$392M 0.44% 31
2026
Q1 		$481M Buy
3,547,838
+1,609,861
+83% +$236M 0.39% 40
2025
Q4 		$168M Buy
1,937,977
+224,565
+13% +$23.6M 0.24% 104
2025
Q3 		$145M Sell
1,713,412
-2,824,558
-62% -$131M 0.22% 133
2025
Q2 		$109M Sell
4,537,970
-294,838
-6% -$5.71M 0.19% 136
2025
Q1 		$95M Buy
4,832,808
+1,234,299
+34% +$29.5M 0.2% 118
2024
Q4 		$79.9M Buy
3,598,509
+1,378,152
+62% +$24.2M 0.17% 137
2024
Q3 		$23.4M Sell
2,220,357
-864,432
-28% -$10.3M 0.05% 434
2024
Q2 		$37.8M Buy
3,084,789
+627,773
+26% +$8M 0.09% 270
2024
Q1 		$27.6M Buy
2,457,016
+1,434,998
+140% +$15.8M 0.06% 348
2023
Q4 		$15.1M Sell
1,022,018
-1,807,278
-64% -$22.6M 0.03% 516
2023
Q3 		$37.5M Buy
2,829,296
+266,751
+10% +$4.18M 0.1% 244
2023
Q2 		$41.9M Buy
2,562,545
+457,910
+22% +$7.4M 0.11% 247
2023
Q1 		$41.9M Buy
2,104,635
+538,065
+34% +$11.8M 0.12% 206
2022
Q4 		$30M Sell
1,566,570
-602,940
-28% -$11.8M 0.09% 257
2022
Q3 		$43.4M Buy
2,169,510
+1,641,938
+311% +$37M 0.15% 174
2022
Q2 		$8.71M Sell
527,572
-1,094,363
-67% -$20M 0.03% 565
2022
Q1 		$39.2M Sell
1,621,935
-605,684
-27% -$11.8M 0.12% 219
2021
Q4 		$48.9M Buy
2,227,619
+1,205,534
+118% +$30.5M 0.1% 233
2021
Q3 		$19.1M Buy
+1,022,085
New +$21.6M 0.04% 486
2021
Q2 		– Sell
-813,448
Closed -$19.7M – 4047
2021
Q1 		$22M Buy
813,448
+770,348
+1,787% +$25.1M 0.06% 392
2020
Q4 		$1.24M Buy
+43,100
New +$920K ﹤0.01% 1835
2020
Q3 		– Sell
-49,260
Closed -$735K – 3081
2020
Q2 		$536K Buy
+49,260
New +$385K ﹤0.01% 1950
2020
Q1 		– Sell
-195,400
Closed -$1.46M – 3106
2019
Q4 		$1.46M Sell
195,400
-394,129
-67% -$1.91M ﹤0.01% 1843
2019
Q3 		$1.92M Buy
+589,529
New +$4.41M 0.01% 1475

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

John Overdeck's BE Position: Q2 2026 in Review

John Overdeck reduced its Bloom Energy (BE) stake by 43% in Q2 2026, selling an estimated $392M and leaving 2,016,532 shares worth $610M. The position accounts for 0.44% of the portfolio, ranked #31.

John Overdeck first reported a position in BE in Q3 2019 and has held it in 25 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • John Overdeck held 2,016,532 shares of Bloom Energy worth $610M as of Q2 2026.
  • John Overdeck sold 1,531,306 Bloom Energy shares in Q2 2026, an estimated $392M.
  • Bloom Energy made up 0.44% of John Overdeck's portfolio in Q2 2026, its #31 holding.
  • John Overdeck first reported a position in Bloom Energy in Q3 2019 and has held it in 25 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.