Pinnacle Associates
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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
Q3 		$46.5M Sell
168,039
-7,267
-4% -$1.72M 0.52% 38
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

ECP
Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Pinnacle Associates's BE Position: Q3 2026 in Review

Pinnacle Associates reduced its Bloom Energy (BE) stake by 4.1% in Q3 2026, selling an estimated $1.72M and leaving 168,039 shares worth $46.5M. The position accounts for 0.52% of the portfolio, ranked #38.

Pinnacle Associates first reported a position in BE in Q1 2023 and has held it in 15 quarters since. The position peaked at $53.1M in Q2 2026. 232 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Pinnacle Associates held 168,039 shares of Bloom Energy worth $46.5M as of Q3 2026.
  • Pinnacle Associates sold 7,267 Bloom Energy shares in Q3 2026, an estimated $1.72M.
  • Bloom Energy made up 0.52% of Pinnacle Associates's portfolio in Q3 2026, its #38 holding.
  • Pinnacle Associates first reported a position in Bloom Energy in Q1 2023 and has held it in 15 quarters since.
  • Pinnacle Associates's Bloom Energy position peaked at $53.1M in Q2 2026.
  • 232 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.