PA
BE icon

Pinnacle Associates’s Bloom Energy BE Stock Holding History

Pinnacle Associates’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 		$53.1M Sell
175,306
-34,043
-16% -$8.72M 0.58% 37
2026
Q1 		$28.4M Sell
209,349
-26,678
-11% -$3.92M 0.36% 65
2025
Q4 		$20.5M Sell
236,027
-96,288
-29% -$10.1M 0.26% 91
2025
Q3 		$28.1M Sell
332,315
-102,402
-24% -$4.76M 0.37% 65
2025
Q2 		$10.4M Sell
434,717
-138,922
-24% -$2.69M 0.15% 156
2025
Q1 		$11.3M Sell
573,639
-26,788
-4% -$640K 0.17% 139
2024
Q4 		$13.3M Buy
600,427
+21,448
+4% +$376K 0.18% 119
2024
Q3 		$8.57M Sell
578,979
-290,607
-33% -$3.45M 0.15% 170
2024
Q2 		$10.6M Buy
869,586
+284,298
+49% +$3.62M 0.17% 144
2024
Q1 		$6.58M Buy
585,288
+6,309
+1% +$69.3K 0.1% 208
2023
Q4 		$8.57M Sell
578,979
-3,060
-0.5% -$38.3K 0.14% 173
2023
Q3 		$7.72M Buy
582,039
+229,639
+65% +$3.6M 0.14% 174
2023
Q2 		$5.76M Buy
352,400
+342,250
+3,372% +$5.53M 0.1% 214
2023
Q1 		$202K Buy
+10,150
New +$222K ﹤0.01% 725

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

Pinnacle Associates's BE Position: Q2 2026 in Review

Pinnacle Associates reduced its Bloom Energy (BE) stake by 16% in Q2 2026, selling an estimated $8.72M and leaving 175,306 shares worth $53.1M. The position accounts for 0.58% of the portfolio, ranked #37.

Pinnacle Associates first reported a position in BE in Q1 2023 and has held it in 14 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Pinnacle Associates held 175,306 shares of Bloom Energy worth $53.1M as of Q2 2026.
  • Pinnacle Associates sold 34,043 Bloom Energy shares in Q2 2026, an estimated $8.72M.
  • Bloom Energy made up 0.58% of Pinnacle Associates's portfolio in Q2 2026, its #37 holding.
  • Pinnacle Associates first reported a position in Bloom Energy in Q1 2023 and has held it in 14 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.