Polen Capital Management
BE icon

Polen Capital Management’s Bloom Energy BE Stock Holding History

Polen Capital 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
Q2 		$12.4M Sell
40,838
-26,393
-39% -$6.76M 0.11% 40
2026
Q1 		$9.11M Sell
67,231
-8,203
-11% -$1.2M 0.06% 37
2025
Q4 		$6.55M Sell
75,434
-55,956
-43% -$5.88M 0.03% 51
2025
Q3 		$11.1M Buy
131,390
+63,074
+92% +$2.93M 0.04% 46
2025
Q2 		$1.63M Buy
+68,316
New +$1.32M 0.01% 96

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

Polen Capital Management's BE Position: Q2 2026 in Review

Polen Capital Management reduced its Bloom Energy (BE) stake by 39% in Q2 2026, selling an estimated $6.76M and leaving 40,838 shares worth $12.4M. The position accounts for 0.11% of the portfolio, ranked #40.

Polen Capital Management first reported a position in BE in Q2 2025 and has held it in 5 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Polen Capital Management held 40,838 shares of Bloom Energy worth $12.4M as of Q2 2026.
  • Polen Capital Management sold 26,393 Bloom Energy shares in Q2 2026, an estimated $6.76M.
  • Bloom Energy made up 0.11% of Polen Capital Management's portfolio in Q2 2026, its #40 holding.
  • Polen Capital Management first reported a position in Bloom Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.