OP Asset Management’s Bloom Energy BE Stock Holding History

OP Asset 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	$9.3M	Buy	30,714 +7,612	+33%	+$1.95M	0.1%	152
2026 Q1	$3.13M	Sell	23,102 -9,540	-29%	-$1.4M	0.03%	345
2025 Q4	$2.84M	Buy	+32,642	New	+$3.43M	0.03%	353

Other funds holding BE

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

ECP

Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

OP Asset Management's BE Position: Q2 2026 in Review

OP Asset Management increased its Bloom Energy (BE) stake by 33% in Q2 2026, buying an estimated $1.95M and bringing the position to 30,714 shares worth $9.3M. The position accounts for 0.1% of the portfolio, ranked #152.

OP Asset Management first reported a position in BE in Q4 2025 and has held it in 3 quarters since. 528 funds tracked by Wall St. Rank hold BE as of Q2 2026.

OP Asset Management held 30,714 shares of Bloom Energy worth $9.3M as of Q2 2026.
OP Asset Management bought 7,612 Bloom Energy shares in Q2 2026, an estimated $1.95M.
Bloom Energy made up 0.1% of OP Asset Management's portfolio in Q2 2026, its #152 holding.
OP Asset Management first reported a position in Bloom Energy in Q4 2025 and has held it in 3 quarters since.
528 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.