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Nishkama Capital LLC’s Bloom Energy BE Stock Holding History

Nishkama Capital LLC’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 		– Sell
-92,621
Closed -$12.5M – 66
2026
Q1 		$12.5M Sell
92,621
-149,711
-62% -$22M 0.79% 33
2025
Q4 		$21.1M Sell
242,332
-725,668
-75% -$76.2M 0.84% 23
2025
Q3 		$81.9M Buy
968,000
+768,000
+384% +$35.7M 1.95% 8
2025
Q2 		$4.78M Buy
+200,000
New +$3.87M 0.17% 56
2024
Q3 		– Sell
-147,650
Closed -$1.81M – 89
2024
Q2 		$1.81M Buy
+147,650
New +$1.88M 0.14% 55

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

Nishkama Capital LLC's BE Position: Q2 2026 in Review

Nishkama Capital LLC sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 92,621 shares — an estimated $12.5M sold.

Nishkama Capital LLC first reported a position in BE in Q2 2024 and held it in 5 quarters. The position peaked at $81.9M in Q3 2025. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Nishkama Capital LLC reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
  • Nishkama Capital LLC sold 92,621 Bloom Energy shares in Q2 2026, an estimated $12.5M.
  • Nishkama Capital LLC first reported a position in Bloom Energy in Q2 2024 and held it in 5 quarters.
  • Nishkama Capital LLC's Bloom Energy position peaked at $81.9M in Q3 2025.
  • 1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Nishkama Capital LLC's 13F filing for Q2 2026, filed 14 Aug 2026.