Macquarie Group’s Bloom Energy BE Stock Holding History

Macquarie Group’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	$6.13M	Sell	20,245 -29,263	-59%	-$7.5M	0.03%	368
2026 Q1	$6.71M	Sell	49,508 -16,749	-25%	-$2.46M	0.04%	303
2025 Q4	$5.76M	Sell	66,257 -57,632	-47%	-$6.06M	0.03%	380
2025 Q3	$10.5M	Buy	+123,889	New	+$5.75M	0.01%	802
2025 Q2	–	Sell	-653	Closed	-$12.8K	–	1651
2025 Q1	$12.8K	Buy	+653	New	+$15.6K	﹤0.01%	1629
2024 Q3	–	Sell	-207,604	Closed	-$2.54M	–	1676
2024 Q2	$2.54M	Buy	+207,604	New	+$2.65M	﹤0.01%	1158
2022 Q4	–	Sell	-2,805	Closed	-$103K	–	1788
2022 Q3	$103K	Sell	2,805 -1,130	-29%	-$25.5K	﹤0.01%	1756
2022 Q2	$65K	Hold	3,935	–	–	﹤0.01%	1986
2022 Q1	$95K	Hold	3,935	–	–	﹤0.01%	1965
2021 Q4	$86K	Sell	3,935 -125,156	-97%	-$3.17M	﹤0.01%	1984
2021 Q3	$2.42M	Sell	129,091 -9,444	-7%	-$200K	﹤0.01%	1323
2021 Q2	$3.72M	Buy	138,535 +131,066	+1,755%	+$3.18M	﹤0.01%	1224
2021 Q1	$202K	Sell	7,469 -2,594	-26%	-$84.6K	﹤0.01%	1703
2020 Q4	$288K	Buy	+10,063	New	+$215K	﹤0.01%	1566

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Macquarie Group's BE Position: Q2 2026 in Review

Macquarie Group reduced its Bloom Energy (BE) stake by 59% in Q2 2026, selling an estimated $7.5M and leaving 20,245 shares worth $6.13M. The position accounts for 0.03% of the portfolio, ranked #368.

Macquarie Group first reported a position in BE in Q4 2020 and has held it in 14 quarters since. The position peaked at $10.5M in Q3 2025. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Macquarie Group held 20,245 shares of Bloom Energy worth $6.13M as of Q2 2026.
Macquarie Group sold 29,263 Bloom Energy shares in Q2 2026, an estimated $7.5M.
Bloom Energy made up 0.03% of Macquarie Group's portfolio in Q2 2026, its #368 holding.
Macquarie Group first reported a position in Bloom Energy in Q4 2020 and has held it in 14 quarters since.
Macquarie Group's Bloom Energy position peaked at $10.5M in Q3 2025.
1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Macquarie Group's 13F filing for Q2 2026, filed 14 Aug 2026.