National Pension Service
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National Pension Service’s Bloom Energy BE Stock Holding History

National Pension Service’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 		$136M Sell
449,125
-33,519
-7% -$8.59M 0.09% 200
2026
Q1 		$65.4M Buy
482,644
+130,234
+37% +$19.1M 0.05% 278
2025
Q4 		$30.6M Buy
+352,410
New +$37M 0.02% 401

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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 $3.38T AUM 44.17% 1-Year Est. Return
SA
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

National Pension Service's BE Position: Q2 2026 in Review

National Pension Service reduced its Bloom Energy (BE) stake by 6.9% in Q2 2026, selling an estimated $8.59M and leaving 449,125 shares worth $136M. The position accounts for 0.09% of the portfolio, ranked #200.

National Pension Service first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • National Pension Service held 449,125 shares of Bloom Energy worth $136M as of Q2 2026.
  • National Pension Service sold 33,519 Bloom Energy shares in Q2 2026, an estimated $8.59M.
  • Bloom Energy made up 0.09% of National Pension Service's portfolio in Q2 2026, its #200 holding.
  • National Pension Service first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on National Pension Service's 13F filing for Q2 2026, filed 13 Aug 2026.