Osaic Holdings
BE icon

Osaic Holdings’s Bloom Energy BE Stock Holding History

Osaic Holdings’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 		$24K Hold
1
– – ﹤0.01% 6034
2026
Q1 		$8.25K Hold
1
– – ﹤0.01% 6414
2025
Q4 		$4.55K Buy
+1
New +$105 ﹤0.01% 6760
2024
Q4 		– Sell
-3
Closed -$372 – 7416
2024
Q3 		$372 Hold
3
– – ﹤0.01% 7063
2024
Q2 		$720 Buy
+3
New +$38 ﹤0.01% 6901

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

Osaic Holdings's BE Position: Q2 2026 in Review

Osaic Holdings increased its Bloom Energy (BE) stake by 40% in Q2 2026, buying an estimated $8.35M and bringing the position to 114,226 shares worth $34.6M. The position accounts for 0.04% of the portfolio, ranked #465.

Osaic Holdings first reported a position in BE in Q1 2020 and has held it in 26 quarters since. 1,282 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Osaic Holdings held 114,226 shares of Bloom Energy worth $34.6M as of Q2 2026.
  • Osaic Holdings bought 32,593 Bloom Energy shares in Q2 2026, an estimated $8.35M.
  • Bloom Energy made up 0.04% of Osaic Holdings's portfolio in Q2 2026, its #465 holding.
  • Osaic Holdings first reported a position in Bloom Energy in Q1 2020 and has held it in 26 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.