&Partners’s Bloom Energy BE Stock Holding History

&Partners’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 Q1	$1.05M	Sell	7,754 -10,329	-57%	-$1.52M	0.01%	1274
2025 Q4	$1.58M	Sell	18,083 -4,299	-19%	-$452K	0.01%	976
2025 Q3	$1.89M	Sell	22,382 -8,396	-27%	-$390K	0.01%	780
2025 Q2	$736K	Sell	30,778 -380	-1%	-$7.36K	0.01%	1141
2025 Q1	$633K	Buy	31,158 +3,223	+12%	+$76.9K	0.01%	1027
2024 Q4	$679K	Buy	+27,935	New	+$490K	0.01%	931

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

&Partners's BE Position: Q1 2026 in Review

&Partners reduced its Bloom Energy (BE) stake by 57% in Q1 2026, selling an estimated $1.52M and leaving 7,754 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1274.

&Partners first reported a position in BE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.89M in Q3 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

&Partners held 7,754 shares of Bloom Energy worth $1.05M as of Q1 2026.
&Partners sold 10,329 Bloom Energy shares in Q1 2026, an estimated $1.52M.
Bloom Energy made up 0.01% of &Partners's portfolio in Q1 2026, its #1274 holding.
&Partners first reported a position in Bloom Energy in Q4 2024 and has held it in 6 quarters since.
&Partners's Bloom Energy position peaked at $1.89M in Q3 2025.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.