O'Shaughnessy Asset Management’s Bloom Energy BE Stock Holding History

O'Shaughnessy 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	$8.65M	Buy	28,566 +7,236	+34%	+$1.85M	0.04%	423
2026 Q1	$2.89M	Buy	21,330 +660	+3%	+$96.9K	0.01%	718
2025 Q4	$1.8M	Buy	20,670 +3,939	+24%	+$414K	0.01%	891
2025 Q3	$1.41M	Buy	+16,731	New	+$777K	0.01%	976
2021 Q4	–	Sell	-1,323	Closed	-$25K	–	1375
2021 Q3	$25K	Buy	1,323 +1	+0.1%	+$21	﹤0.01%	1871
2021 Q2	$36K	Hold	1,322	–	–	﹤0.01%	1680
2021 Q1	$36K	Buy	+1,322	New	+$43.1K	﹤0.01%	1501
2020 Q2	–	Sell	-1	Closed	–	–	1735
2020 Q1	$0	Hold	1	–	–	﹤0.01%	1338
2019 Q4	$0	Buy	+1	New	+$5	﹤0.01%	1819

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

O'Shaughnessy Asset Management's BE Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Bloom Energy (BE) stake by 34% in Q2 2026, buying an estimated $1.85M and bringing the position to 28,566 shares worth $8.65M. The position accounts for 0.04% of the portfolio, ranked #423.

O'Shaughnessy Asset Management first reported a position in BE in Q4 2019 and has held it in 9 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

O'Shaughnessy Asset Management held 28,566 shares of Bloom Energy worth $8.65M as of Q2 2026.
O'Shaughnessy Asset Management bought 7,236 Bloom Energy shares in Q2 2026, an estimated $1.85M.
Bloom Energy made up 0.04% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #423 holding.
O'Shaughnessy Asset Management first reported a position in Bloom Energy in Q4 2019 and has held it in 9 quarters since.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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