Next Century Growth Investors’s Bloom Energy BE Stock Holding History

Next Century Growth Investors’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 Q1	$6.06M	Sell	44,698 -1,078	-2%	-$158K	0.44%	73
2025 Q4	$3.98M	Sell	45,776 -67,766	-60%	-$7.12M	0.28%	90
2025 Q3	$9.6M	Buy	+113,542	New	+$5.27M	0.7%	49

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Next Century Growth Investors's BE Position: Q1 2026 in Review

Next Century Growth Investors reduced its Bloom Energy (BE) stake by 2.4% in Q1 2026, selling an estimated $158K and leaving 44,698 shares worth $6.06M. The position accounts for 0.44% of the portfolio, ranked #73.

Next Century Growth Investors first reported a position in BE in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.6M in Q3 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Next Century Growth Investors held 44,698 shares of Bloom Energy worth $6.06M as of Q1 2026.
Next Century Growth Investors sold 1,078 Bloom Energy shares in Q1 2026, an estimated $158K.
Bloom Energy made up 0.44% of Next Century Growth Investors's portfolio in Q1 2026, its #73 holding.
Next Century Growth Investors first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
Next Century Growth Investors's Bloom Energy position peaked at $9.6M in Q3 2025.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Next Century Growth Investors's 13F filing for Q1 2026, filed 14 May 2026.