KP Management’s Bloom Energy BE Stock Holding History

KP Management’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	–	Sell	-10,000	Closed	-$869K	–	87
2025 Q4	$869K	Buy	+10,000	New	+$1.05M	0.24%	67

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KP Management's BE Position: Q1 2026 in Review

KP Management reduced its Bloom Energy (BE) stake by 22% in Q1 2026, selling an estimated $1.1M and leaving 26,600 shares worth $3.6M. The position accounts for 0.88% of the portfolio, ranked #50.

KP Management first reported a position in BE in Q4 2025 and has held it in 2 quarters since. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

KP Management held 26,600 shares of Bloom Energy worth $3.6M as of Q1 2026.
KP Management sold 7,500 Bloom Energy shares in Q1 2026, an estimated $1.1M.
Bloom Energy made up 0.88% of KP Management's portfolio in Q1 2026, its #50 holding.
KP Management first reported a position in Bloom Energy in Q4 2025 and has held it in 2 quarters since.
979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on KP Management's 13F filing for Q1 2026, filed 15 May 2026.