Point72 Asset Management
BE icon

Point72 Asset Management’s Bloom Energy BE Stock Holding History

Point72 Asset Management’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 		$12.6M Sell
92,800
-3,400
-4% -$499K 0.02% 1085
2025
Q4 		$8.36M Buy
+96,200
New +$10.1M 0.01% 1466
2025
Q2 		– Sell
-18,600
Closed -$366K – 2185
2025
Q1 		$366K Buy
+18,600
New +$444K ﹤0.01% 1704
2024
Q3 		– Sell
-65,000
Closed -$796K – 1986
2024
Q2 		$796K Buy
+65,000
New +$829K ﹤0.01% 1329

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Point72 Asset Management's BE Position: Q1 2026 in Review

Point72 Asset Management reduced its Bloom Energy (BE) stake by 88% in Q1 2026, selling an estimated $48.8M and leaving 45,396 shares worth $6.15M. The position accounts for 0.01% of the portfolio, ranked #1562.

Point72 Asset Management first reported a position in BE in Q1 2019 and has held it in 14 quarters since. The position peaked at $32.8M in Q4 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Point72 Asset Management held 45,396 shares of Bloom Energy worth $6.15M as of Q1 2026.
  • Point72 Asset Management sold 332,463 Bloom Energy shares in Q1 2026, an estimated $48.8M.
  • Bloom Energy made up 0.01% of Point72 Asset Management's portfolio in Q1 2026, its #1562 holding.
  • Point72 Asset Management first reported a position in Bloom Energy in Q1 2019 and has held it in 14 quarters since.
  • Point72 Asset Management's Bloom Energy position peaked at $32.8M in Q4 2025.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.