Napean Trading & Investment Company’s Bloom Energy BE Stock Holding History

Napean Trading & Investment Company’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	$1.14M	Sell	3,761 -15,045	-80%	-$3.85M	0.39%	10
2026 Q1	$2.55M	Sell	18,806 -8,654	-32%	-$1.27M	1.09%	11
2025 Q4	$2.39M	Sell	27,460 -87,000	-76%	-$9.14M	0.46%	33
2025 Q3	$9.68M	Sell	114,460 -61,020	-35%	-$2.83M	1.88%	19
2025 Q2	$4.2M	Sell	175,480 -42,400	-19%	-$821K	1.11%	25
2025 Q1	$4.28M	Sell	217,880 -184,808	-46%	-$4.41M	1.25%	28
2024 Q4	$8.94M	Buy	402,688 +41,631	+12%	+$730K	2.21%	18
2024 Q3	$3.81M	Buy	361,057 +169,356	+88%	+$2.01M	0.93%	33
2024 Q2	$2.35M	Buy	+191,701	New	+$2.44M	0.56%	41

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 $3.37T AUM 44.26% 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

Napean Trading & Investment Company's BE Position: Q2 2026 in Review

Napean Trading & Investment Company reduced its Bloom Energy (BE) stake by 80% in Q2 2026, selling an estimated $3.85M and leaving 3,761 shares worth $1.14M. The position accounts for 0.39% of the portfolio, ranked #10.

Napean Trading & Investment Company first reported a position in BE in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.68M in Q3 2025. 1,274 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Napean Trading & Investment Company held 3,761 shares of Bloom Energy worth $1.14M as of Q2 2026.
Napean Trading & Investment Company sold 15,045 Bloom Energy shares in Q2 2026, an estimated $3.85M.
Bloom Energy made up 0.39% of Napean Trading & Investment Company's portfolio in Q2 2026, its #10 holding.
Napean Trading & Investment Company first reported a position in Bloom Energy in Q2 2024 and has held it in 9 quarters since.
Napean Trading & Investment Company's Bloom Energy position peaked at $9.68M in Q3 2025.
1,274 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Napean Trading & Investment Company's 13F filing for Q2 2026, filed 12 Aug 2026.