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Liontrust Investment Partners’s Bloom Energy BE Stock Holding History

Liontrust Investment Partners’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 		$6.19M Sell
20,437
-14,818
-42% -$3.8M 0.09% 112
2026
Q1 		$4.78M Buy
+35,255
New +$5.17M 0.08% 124

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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

Liontrust Investment Partners's BE Position: Q2 2026 in Review

Liontrust Investment Partners reduced its Bloom Energy (BE) stake by 42% in Q2 2026, selling an estimated $3.8M and leaving 20,437 shares worth $6.19M. The position accounts for 0.09% of the portfolio, ranked #112.

Liontrust Investment Partners first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Liontrust Investment Partners held 20,437 shares of Bloom Energy worth $6.19M as of Q2 2026.
  • Liontrust Investment Partners sold 14,818 Bloom Energy shares in Q2 2026, an estimated $3.8M.
  • Bloom Energy made up 0.09% of Liontrust Investment Partners's portfolio in Q2 2026, its #112 holding.
  • Liontrust Investment Partners first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.