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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 		$5.45M Sell
18,000
-17,400
-49% -$4.46M ﹤0.01% 2061
2026
Q1 		$4.8M Buy
35,400
+27,700
+360% +$4.07M ﹤0.01% 2011
2025
Q4 		$669K Buy
7,700
+3,000
+64% +$315K ﹤0.01% 3160
2025
Q3 		$397K Buy
+4,700
New +$218K ﹤0.01% 3094
2025
Q1 		– Sell
-50,700
Closed -$1.13M – 3205
2024
Q4 		$1.13M Hold
50,700
– – ﹤0.01% 2102
2024
Q3 		$535K Buy
50,700
+100
+0.2% +$1.19K ﹤0.01% 2446
2024
Q2 		$619K Buy
50,600
+600
+1% +$7.65K ﹤0.01% 2260
2024
Q1 		$562K Sell
50,000
-876,700
-95% -$9.64M ﹤0.01% 2278
2023
Q4 		$13.7M Buy
926,700
+60,300
+7% +$754K 0.03% 555
2023
Q3 		$11.5M Buy
866,400
+630,700
+268% +$9.89M 0.03% 555
2023
Q2 		$3.85M Buy
+235,700
New +$3.81M 0.01% 1053
2022
Q1 		– Sell
-36,900
Closed -$809K – 2765
2021
Q4 		$809K Sell
36,900
-55,400
-60% -$1.4M ﹤0.01% 2751
2021
Q3 		$1.73M Sell
92,300
-77,400
-46% -$1.64M ﹤0.01% 2119
2021
Q2 		$4.56M Buy
169,700
+73,700
+77% +$1.79M 0.01% 1260
2021
Q1 		$2.6M Sell
96,000
-57,600
-38% -$1.88M 0.01% 1502
2020
Q4 		$4.4M Buy
153,600
+98,900
+181% +$2.11M 0.01% 1011
2020
Q3 		$983K Buy
+54,700
New +$816K ﹤0.01% 1766

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.