PL
BE icon

Perpetual Ltd’s Bloom Energy BE Stock Holding History

Perpetual Ltd’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 		$604K Sell
1,994
-1,354
-40% -$347K 0.01% 301
2026
Q1 		$454K Sell
3,348
-624
-16% -$91.6K 0.01% 329
2025
Q4 		$345K Buy
+3,972
New +$417K 0.01% 357
2023
Q4 		– Sell
-90,000
Closed -$1.19M – 434
2023
Q3 		$1.19M Buy
+90,000
New +$1.41M 0.01% 257

Other funds holding BE

ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Perpetual Ltd's BE Position: Q2 2026 in Review

Perpetual Ltd reduced its Bloom Energy (BE) stake by 40% in Q2 2026, selling an estimated $347K and leaving 1,994 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #301.

Perpetual Ltd first reported a position in BE in Q3 2023 and has held it in 4 quarters since. The position peaked at $1.19M in Q3 2023. 411 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Perpetual Ltd held 1,994 shares of Bloom Energy worth $604K as of Q2 2026.
  • Perpetual Ltd sold 1,354 Bloom Energy shares in Q2 2026, an estimated $347K.
  • Bloom Energy made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #301 holding.
  • Perpetual Ltd first reported a position in Bloom Energy in Q3 2023 and has held it in 4 quarters since.
  • Perpetual Ltd's Bloom Energy position peaked at $1.19M in Q3 2023.
  • 411 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.