Neo Ivy Capital Management’s Bloom Energy BE Stock Holding History

Neo Ivy Capital Management’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	$2.11M	Sell	6,965 -6,746	-49%	-$1.73M	0.49%	76
2026 Q1	$1.86M	Sell	13,711 -20,246	-60%	-$2.97M	0.49%	79
2025 Q4	$2.95M	Buy	33,957 +1,835	+6%	+$193K	0.47%	89
2025 Q3	$2.72M	Sell	32,122 -48,433	-60%	-$2.25M	0.66%	42
2025 Q2	$1.93M	Buy	80,555 +52,079	+183%	+$1.01M	0.61%	44
2025 Q1	$560K	Sell	28,476 -144,159	-84%	-$3.44M	0.18%	168
2024 Q4	$3.83M	Buy	+172,635	New	+$3.03M	0.77%	22
2023 Q4	–	Sell	-28,696	Closed	-$381K	–	302
2023 Q3	$381K	Buy	+28,696	New	+$450K	0.17%	192
2022 Q2	–	Sell	-3,340	Closed	-$80K	–	409
2022 Q1	$80K	Buy	3,340 +1,611	+93%	+$31.5K	0.07%	329
2021 Q4	$38K	Buy	+1,729	New	+$43.7K	0.05%	311
2021 Q3	–	Sell	-1,510	Closed	-$41K	–	467
2021 Q2	$41K	Buy	+1,510	New	+$36.6K	0.04%	333
2021 Q1	–	Sell	-405	Closed	-$12K	–	479
2020 Q4	$12K	Buy	+405	New	+$8.64K	0.01%	377

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's BE Position: Q2 2026 in Review

Neo Ivy Capital Management reduced its Bloom Energy (BE) stake by 49% in Q2 2026, selling an estimated $1.73M and leaving 6,965 shares worth $2.11M. The position accounts for 0.49% of the portfolio, ranked #76.

Neo Ivy Capital Management first reported a position in BE in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.83M in Q4 2024. 1,285 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Neo Ivy Capital Management held 6,965 shares of Bloom Energy worth $2.11M as of Q2 2026.
Neo Ivy Capital Management sold 6,746 Bloom Energy shares in Q2 2026, an estimated $1.73M.
Bloom Energy made up 0.49% of Neo Ivy Capital Management's portfolio in Q2 2026, its #76 holding.
Neo Ivy Capital Management first reported a position in Bloom Energy in Q4 2020 and has held it in 12 quarters since.
Neo Ivy Capital Management's Bloom Energy position peaked at $3.83M in Q4 2024.
1,285 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.