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Legato Capital Management’s Bloom Energy BE Stock Holding History

Legato Capital 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
Q2 		– Sell
-19,047
Closed -$2.58M – 703
2026
Q1 		$2.58M Sell
19,047
-13,715
-42% -$2.01M 0.23% 122
2025
Q4 		$2.85M Buy
32,762
+7,703
+31% +$809K 0.25% 94
2025
Q3 		$2.12M Sell
25,059
-18,636
-43% -$865K 0.23% 124
2025
Q2 		$1.05M Buy
+43,695
New +$846K 0.12% 261
2023
Q2 		– Sell
-39,633
Closed -$790K – 579
2023
Q1 		$790K Hold
39,633
– – 0.14% 244
2022
Q4 		$758K Buy
+39,633
New +$778K 0.14% 247

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

Legato Capital Management's BE Position: Q2 2026 in Review

Legato Capital Management sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 19,047 shares — an estimated $2.58M sold.

Legato Capital Management first reported a position in BE in Q4 2022 and held it in 6 quarters. The position peaked at $2.85M in Q4 2025. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Legato Capital Management reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
  • Legato Capital Management sold 19,047 Bloom Energy shares in Q2 2026, an estimated $2.58M.
  • Legato Capital Management first reported a position in Bloom Energy in Q4 2022 and held it in 6 quarters.
  • Legato Capital Management's Bloom Energy position peaked at $2.85M in Q4 2025.
  • 1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.