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Marietta Investment Partners’s Bloom Energy BE Stock Holding History

Marietta 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 		$29.2M Sell
96,602
-2,230
-2% -$571K 5.03% 2
2026
Q1 		$13.4M Sell
98,832
-5,924
-6% -$869K 2.68% 5
2025
Q4 		$9.1M Buy
104,756
+2,317
+2% +$243K 1.81% 13
2025
Q3 		$8.66M Buy
+102,439
New +$4.76M 1.67% 17

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
GAMA
Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Marietta Investment Partners reduced its Bloom Energy (BE) stake by 2.3% in Q2 2026, selling an estimated $571K and leaving 96,602 shares worth $29.2M. The position accounts for 5.03% of the portfolio, ranked #2.

Marietta Investment Partners first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,055 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Marietta Investment Partners held 96,602 shares of Bloom Energy worth $29.2M as of Q2 2026.
  • Marietta Investment Partners sold 2,230 Bloom Energy shares in Q2 2026, an estimated $571K.
  • Bloom Energy made up 5.03% of Marietta Investment Partners's portfolio in Q2 2026, its #2 holding.
  • Marietta Investment Partners first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.