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Oppenheimer Asset Management’s Bloom Energy BE Stock Holding History

Oppenheimer 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 		$202K Buy
+668
New +$171K ﹤0.01% 1082
2025
Q4 		– Sell
-4,517
Closed -$382K – 1122
2025
Q3 		$382K Buy
+4,517
New +$210K ﹤0.01% 959

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

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

Oppenheimer Asset Management opened a new position in Bloom Energy (BE) in Q2 2026: 668 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1082 among its holdings. This is a return to the name: Oppenheimer Asset Management previously reported a position in BE as recently as Q3 2025.

Oppenheimer Asset Management first reported a position in BE in Q3 2025 and has held it in 2 quarters since. The position peaked at $382K in Q3 2025. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Oppenheimer Asset Management held 668 shares of Bloom Energy worth $202K as of Q2 2026.
  • Bloom Energy was a new Oppenheimer Asset Management position in Q2 2026.
  • Bloom Energy made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #1082 holding.
  • Oppenheimer Asset Management first reported a position in Bloom Energy in Q3 2025 and has held it in 2 quarters since.
  • Oppenheimer Asset Management's Bloom Energy position peaked at $382K in Q3 2025.
  • 1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.