Nisa Investment Advisors
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Nisa Investment Advisors’s Bloom Energy BE Stock Holding History

Nisa Investment Advisors’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 		$7.05M Sell
23,287
-2,357
-9% -$604K 0.02% 337
2026
Q1 		$3.47M Sell
25,644
-3,508
-12% -$515K 0.01% 468
2025
Q4 		$2.53M Buy
29,152
+2,453
+9% +$258K 0.01% 568
2025
Q3 		$2.26M Buy
26,699
+21,257
+391% +$987K 0.01% 618
2025
Q2 		$130K Buy
5,442
+2,069
+61% +$40.1K ﹤0.01% 1316
2025
Q1 		$66.3K Buy
3,373
+1,081
+47% +$25.8K ﹤0.01% 1505
2024
Q4 		$50.9K Buy
2,292
+345
+18% +$6.05K ﹤0.01% 1679
2024
Q3 		$20.6K Sell
1,947
-183
-9% -$2.17K ﹤0.01% 1896
2024
Q2 		$26.1K Buy
2,130
+252
+13% +$3.21K ﹤0.01% 1854
2024
Q1 		$21.1K Buy
1,878
+103
+6% +$1.13K ﹤0.01% 1870
2023
Q4 		$26.3K Sell
1,775
-1,705
-49% -$21.3K ﹤0.01% 1797
2023
Q3 		$46.1K Buy
3,480
+1,680
+93% +$26.3K ﹤0.01% 1750
2023
Q2 		$29.4K Sell
1,800
-9,570
-84% -$155K ﹤0.01% 1948
2023
Q1 		$227K Hold
11,370
– – ﹤0.01% 1283
2022
Q4 		$217K Hold
11,370
– – ﹤0.01% 1347
2022
Q3 		$221K Buy
11,370
+120
+1% +$2.7K ﹤0.01% 1248
2022
Q2 		$186K Buy
11,250
+350
+3% +$6.41K ﹤0.01% 1330
2022
Q1 		$263K Buy
+10,900
New +$213K ﹤0.01% 1272
2021
Q4 		– Sell
-10,450
Closed -$196K – 2234
2021
Q3 		$196K Buy
10,450
+1,600
+18% +$33.9K ﹤0.01% 1407
2021
Q2 		$238K Hold
8,850
– – ﹤0.01% 1345
2021
Q1 		$239K Hold
8,850
– – ﹤0.01% 1426
2020
Q4 		$254K Buy
8,850
+6,300
+247% +$134K ﹤0.01% 1369
2020
Q3 		$46K Buy
+2,550
New +$38.1K ﹤0.01% 1835
2020
Q2 		– Sell
-530
Closed -$3K – 2065
2020
Q1 		$3K Buy
+530
New +$4.5K ﹤0.01% 2000

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

Nisa Investment Advisors's BE Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Bloom Energy (BE) stake by 9.2% in Q2 2026, selling an estimated $604K and leaving 23,287 shares worth $7.05M. The position accounts for 0.02% of the portfolio, ranked #337.

Nisa Investment Advisors first reported a position in BE in Q1 2020 and has held it in 24 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Nisa Investment Advisors held 23,287 shares of Bloom Energy worth $7.05M as of Q2 2026.
  • Nisa Investment Advisors sold 2,357 Bloom Energy shares in Q2 2026, an estimated $604K.
  • Bloom Energy made up 0.02% of Nisa Investment Advisors's portfolio in Q2 2026, its #337 holding.
  • Nisa Investment Advisors first reported a position in Bloom Energy in Q1 2020 and has held it in 24 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.