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LMR Partners’s Bloom Energy BE Stock Holding History

LMR 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
Q1 		– Sell
-20,000
Closed -$1.74M – 1470
2025
Q4 		$1.74M Buy
+20,000
New +$2.1M ﹤0.01% 848
2025
Q1 		– Sell
-19,700
Closed -$438K – 1385
2024
Q4 		$438K Buy
+19,700
New +$345K ﹤0.01% 855

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

LMR Partners's BE Position: Q2 2026 in Review

LMR Partners increased its Bloom Energy (BE) stake by 1,062% in Q2 2026, buying an estimated $17.7M and bringing the position to 75,500 shares worth $22.9M. The position accounts for 0.09% of the portfolio, ranked #210.

LMR Partners first reported a position in BE in Q3 2023 and has held it in 4 quarters since. 1,282 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • LMR Partners held 75,500 shares of Bloom Energy worth $22.9M as of Q2 2026.
  • LMR Partners bought 69,000 Bloom Energy shares in Q2 2026, an estimated $17.7M.
  • Bloom Energy made up 0.09% of LMR Partners's portfolio in Q2 2026, its #210 holding.
  • LMR Partners first reported a position in Bloom Energy in Q3 2023 and has held it in 4 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.