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Nicholas Investment Partners’s Bloom Energy BE Stock Holding History

Nicholas Investment Partners’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 		$207K Sell
684
-110,865
-99% -$28.4M 0.01% 204
2026
Q1 		$15.1M Sell
111,549
-567
-0.5% -$83.2K 1.09% 22
2025
Q4 		$9.74M Buy
112,116
+3,182
+3% +$334K 0.71% 50
2025
Q3 		$9.21M Buy
+108,934
New +$5.06M 0.7% 48

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 $3.37T AUM 44.26% 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

Nicholas Investment Partners's BE Position: Q2 2026 in Review

Nicholas Investment Partners reduced its Bloom Energy (BE) stake by 99% in Q2 2026, selling an estimated $28.4M and leaving 684 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #204.

Nicholas Investment Partners first reported a position in BE in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.1M in Q1 2026. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Nicholas Investment Partners held 684 shares of Bloom Energy worth $207K as of Q2 2026.
  • Nicholas Investment Partners sold 110,865 Bloom Energy shares in Q2 2026, an estimated $28.4M.
  • Bloom Energy made up 0.01% of Nicholas Investment Partners's portfolio in Q2 2026, its #204 holding.
  • Nicholas Investment Partners first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • Nicholas Investment Partners's Bloom Energy position peaked at $15.1M in Q1 2026.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Nicholas Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.