Morgan Stanley’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.21B | Sell |
7,313,415
-330,819
| -4% | -$84.8M | 0.12% | 142 |
|
|
2026
Q1 | $1.04B | Sell |
7,644,234
-1,707,964
| -18% | -$251M | 0.06% | 278 |
|
|
2025
Q4 | $813M | Buy |
9,352,198
+555,109
| +6% | +$58.3M | 0.05% | 365 |
|
|
2025
Q3 | $744M | Sell |
8,797,089
-2,474,040
| -22% | -$115M | 0.05% | 392 |
|
|
2025
Q2 | $270M | Buy |
11,271,129
+1,612,557
| +17% | +$31.2M | 0.02% | 729 |
|
|
2025
Q1 | $190M | Buy |
9,658,572
+1,127,846
| +13% | +$26.9M | 0.01% | 873 |
|
|
2024
Q4 | $189M | Sell |
8,530,726
-389,919
| -4% | -$6.83M | 0.01% | 862 |
|
|
2024
Q3 | $94.2M | Sell |
8,920,645
-840,819
| -9% | -$9.97M | 0.01% | 1291 |
|
|
2024
Q2 | $119M | Buy |
9,761,464
+3,620,749
| +59% | +$46.2M | 0.01% | 1071 |
|
|
2024
Q1 | $69M | Sell |
6,140,715
-47,633
| -0.8% | -$524K | 0.01% | 1466 |
|
|
2023
Q4 | $91.6M | Buy |
6,188,348
+1,166,987
| +23% | +$14.6M | 0.01% | 1219 |
|
|
2023
Q3 | $66.6M | Buy |
5,021,361
+791,801
| +19% | +$12.4M | 0.01% | 1330 |
|
|
2023
Q2 | $69.2M | Buy |
4,229,560
+1,230,702
| +41% | +$19.9M | 0.01% | 1317 |
|
|
2023
Q1 | $59.8M | Buy |
2,998,858
+603,768
| +25% | +$13.2M | 0.01% | 1395 |
|
|
2022
Q4 | $45.8M | Sell |
2,395,090
-75,146
| -3% | -$1.48M | 0.01% | 1572 |
|
|
2022
Q3 | $49.4M | Sell |
2,470,236
-162,613
| -6% | -$3.66M | 0.01% | 1321 |
|
|
2022
Q2 | $43.4M | Sell |
2,632,849
-642,159
| -20% | -$11.8M | 0.01% | 1485 |
|
|
2022
Q1 | $79.1M | Sell |
3,275,008
-1,148,125
| -26% | -$22.4M | 0.01% | 1016 |
|
|
2021
Q4 | $97M | Sell |
4,423,133
-753,111
| -15% | -$19M | 0.01% | 918 |
|
|
2021
Q3 | $96.9M | Buy |
5,176,244
+362,680
| +8% | +$7.67M | 0.01% | 861 |
|
|
2021
Q2 | $129M | Buy |
4,813,564
+245,887
| +5% | +$5.96M | 0.02% | 714 |
|
|
2021
Q1 | $124M | Sell |
4,567,677
-104,934
| -2% | -$3.42M | 0.02% | 669 |
|
|
2020
Q4 | $134M | Buy |
4,672,611
+907,004
| +24% | +$19.4M | 0.02% | 599 |
|
|
2020
Q3 | $67.7M | Buy |
3,765,607
+526,529
| +16% | +$7.86M | 0.01% | 765 |
|
|
2020
Q2 | $35.2M | Buy |
3,239,078
+470,667
| +17% | +$3.68M | 0.01% | 1044 |
|
|
2020
Q1 | $14.5M | Buy |
2,768,411
+641,087
| +30% | +$5.44M | ﹤0.01% | 1505 |
|
|
2019
Q4 | $15.9M | Sell |
2,127,324
-895,528
| -30% | -$4.34M | ﹤0.01% | 1872 |
|
|
2019
Q3 | $9.82M | Buy |
3,022,852
+2,849,515
| +1,644% | +$21.3M | ﹤0.01% | 2149 |
|
|
2019
Q2 | $2.13M | Sell |
173,337
-40,304
| -19% | -$494K | ﹤0.01% | 3728 |
|
|
2019
Q1 | $2.76M | Sell |
213,641
-24,653
| -10% | -$301K | ﹤0.01% | 3309 |
|
|
2018
Q4 | $2.38M | Sell |
238,294
-36,920
| -13% | -$713K | ﹤0.01% | 3620 |
|
|
2018
Q3 | $9.38M | Buy |
+275,214
| New | +$7.69M | ﹤0.01% | 2474 |
|
Other funds holding BE
SA
VARA
GAMA
Morgan Stanley's BE Position: Q2 2026 in Review
Morgan Stanley reduced its Bloom Energy (BE) stake by 4.3% in Q2 2026, selling an estimated $84.8M and leaving 7,313,415 shares worth $2.21B. The position accounts for 0.12% of the portfolio, ranked #142.
Morgan Stanley first reported a position in BE in Q3 2018 and has held it in 32 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.
- Morgan Stanley held 7,313,415 shares of Bloom Energy worth $2.21B as of Q2 2026.
- Morgan Stanley sold 330,819 Bloom Energy shares in Q2 2026, an estimated $84.8M.
- Bloom Energy made up 0.12% of Morgan Stanley's portfolio in Q2 2026, its #142 holding.
- Morgan Stanley first reported a position in Bloom Energy in Q3 2018 and has held it in 32 quarters since.
- 1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.