Massachusetts Financial Services
BE icon

Massachusetts Financial Services’s Bloom Energy BE Stock Holding History

Massachusetts Financial Services’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 		$59.1M Sell
195,219
-475,766
-71% -$122M 0.02% 465
2026
Q1 		$90.9M Sell
670,985
-130,058
-16% -$19.1M 0.03% 383
2025
Q4 		$69.6M Buy
801,043
+546,147
+214% +$57.4M 0.02% 427
2025
Q3 		$21.6M Sell
254,896
-548,904
-68% -$25.5M 0.01% 623
2025
Q2 		$19.2M Buy
803,800
+97,721
+14% +$1.89M 0.01% 623
2025
Q1 		$13.9M Buy
706,079
+2,693
+0.4% +$64.3K ﹤0.01% 631
2024
Q4 		$15.6M Buy
+703,386
New +$12.3M ﹤0.01% 628

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Massachusetts Financial Services's BE Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Bloom Energy (BE) stake by 71% in Q2 2026, selling an estimated $122M and leaving 195,219 shares worth $59.1M. The position accounts for 0.02% of the portfolio, ranked #465.

Massachusetts Financial Services first reported a position in BE in Q4 2024 and has held it in 7 quarters since. The position peaked at $90.9M in Q1 2026. 662 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Massachusetts Financial Services held 195,219 shares of Bloom Energy worth $59.1M as of Q2 2026.
  • Massachusetts Financial Services sold 475,766 Bloom Energy shares in Q2 2026, an estimated $122M.
  • Bloom Energy made up 0.02% of Massachusetts Financial Services's portfolio in Q2 2026, its #465 holding.
  • Massachusetts Financial Services first reported a position in Bloom Energy in Q4 2024 and has held it in 7 quarters since.
  • Massachusetts Financial Services's Bloom Energy position peaked at $90.9M in Q1 2026.
  • 662 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.