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
Q1 		– Sell
-21,600
Closed -$1.88M – 233
2025
Q4 		$1.88M Buy
+21,600
New +$2.27M 0.01% 99

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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. 672 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.
  • 672 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.