Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Bloom Energy BE Stock Holding History

Northwestern Mutual Wealth 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 		$6.25M Buy
20,643
+4,394
+27% +$1.13M ﹤0.01% 769
2026
Q1 		$2.2M Buy
16,249
+11,777
+263% +$1.73M ﹤0.01% 1072
2025
Q4 		$389K Buy
4,472
+601
+16% +$63.1K ﹤0.01% 1629
2025
Q3 		$327K Buy
3,871
+451
+13% +$20.9K ﹤0.01% 1598
2025
Q2 		$81.8K Sell
3,420
-1,056
-24% -$20.4K ﹤0.01% 2069
2025
Q1 		$88K Buy
4,476
+434
+11% +$10.4K ﹤0.01% 1979
2024
Q4 		$89.8K Buy
4,042
+2,737
+210% +$48K ﹤0.01% 1959
2024
Q3 		$13.8K Buy
1,305
+626
+92% +$7.43K ﹤0.01% 2581
2024
Q2 		$8.31K Sell
679
-1,688
-71% -$21.5K ﹤0.01% 2710
2024
Q1 		$26.6K Sell
2,367
-585
-20% -$6.43K ﹤0.01% 2312
2023
Q4 		$43.7K Sell
2,952
-867
-23% -$10.8K ﹤0.01% 2100
2023
Q3 		$50.6K Buy
3,819
+2,131
+126% +$33.4K ﹤0.01% 1972
2023
Q2 		$27.6K Sell
1,688
-5
-0.3% -$81 ﹤0.01% 2197
2023
Q1 		$33.7K Buy
1,693
+5
+0.3% +$109 ﹤0.01% 2081
2022
Q4 		$32.3K Hold
1,688
– – ﹤0.01% 2072
2022
Q3 		$34K Hold
1,688
– – ﹤0.01% 2024
2022
Q2 		$28K Sell
1,688
-7
-0.4% -$128 ﹤0.01% 2105
2022
Q1 		$41K Sell
1,695
-571
-25% -$11.2K ﹤0.01% 2027
2021
Q4 		$50K Buy
2,266
+332
+17% +$8.4K ﹤0.01% 1978
2021
Q3 		$37K Buy
1,934
+246
+15% +$5.21K ﹤0.01% 2000
2021
Q2 		$45K Buy
+1,688
New +$40.9K ﹤0.01% 1886
2020
Q2 		– Sell
-200
Closed -$1K – 2391
2020
Q1 		$1K Buy
+200
New +$1.7K ﹤0.01% 2357
2019
Q2 		– Sell
-35
Closed – – 2501
2019
Q1 		$0 Buy
+35
New +$428 ﹤0.01% 2531

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

Northwestern Mutual Wealth Management's BE Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Bloom Energy (BE) stake by 27% in Q2 2026, buying an estimated $1.13M and bringing the position to 20,643 shares worth $6.25M. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Northwestern Mutual Wealth Management first reported a position in BE in Q1 2019 and has held it in 23 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Northwestern Mutual Wealth Management held 20,643 shares of Bloom Energy worth $6.25M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 4,394 Bloom Energy shares in Q2 2026, an estimated $1.13M.
  • Bloom Energy made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #769 holding.
  • Northwestern Mutual Wealth Management first reported a position in Bloom Energy in Q1 2019 and has held it in 23 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.