Perpetual Ltd
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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
Q3 		$480K Sell
1,734
-260
-13% -$61.4K 0.01% 310
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 $415M AUM 149.08% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Perpetual Ltd's BE Position: Q3 2026 in Review

Perpetual Ltd reduced its Bloom Energy (BE) stake by 13% in Q3 2026, selling an estimated $61.4K and leaving 1,734 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #310.

Perpetual Ltd first reported a position in BE in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.19M in Q3 2023. 610 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Perpetual Ltd held 1,734 shares of Bloom Energy worth $480K as of Q3 2026.
  • Perpetual Ltd sold 260 Bloom Energy shares in Q3 2026, an estimated $61.4K.
  • Bloom Energy made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #310 holding.
  • Perpetual Ltd first reported a position in Bloom Energy in Q3 2023 and has held it in 5 quarters since.
  • Perpetual Ltd's Bloom Energy position peaked at $1.19M in Q3 2023.
  • 610 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.