Principal Financial Group
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Principal Financial Group’s Bloom Energy BE Stock Holding History

Principal Financial Group’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 		$34.9M Buy
115,442
+65,911
+133% +$16.9M 0.02% 675
2026
Q1 		$6.71M Buy
49,531
+6,810
+16% +$999K ﹤0.01% 1519
2025
Q4 		$3.71M Sell
42,721
-39,917
-48% -$4.19M ﹤0.01% 1713
2025
Q3 		$6.99M Buy
82,638
+68,067
+467% +$3.16M ﹤0.01% 1461
2025
Q2 		$349K Sell
14,571
-1,248
-8% -$24.2K ﹤0.01% 2046
2025
Q1 		$311K Sell
15,819
-830
-5% -$19.8K ﹤0.01% 1986
2024
Q4 		$370K Sell
16,649
-1,656
-9% -$29K ﹤0.01% 2014
2024
Q3 		$193K Sell
18,305
-306,204
-94% -$3.63M ﹤0.01% 2105
2024
Q2 		$3.97M Buy
324,509
+298,593
+1,152% +$3.81M ﹤0.01% 1609
2024
Q1 		$291K Buy
25,916
+3,622
+16% +$39.8K ﹤0.01% 2092
2023
Q4 		$330K Buy
22,294
+2,139
+11% +$26.8K ﹤0.01% 2037
2023
Q3 		$267K Sell
20,155
-2,597
-11% -$40.7K ﹤0.01% 2091
2023
Q2 		$372K Buy
22,752
+2,921
+15% +$47.2K ﹤0.01% 2022
2023
Q1 		$395K Sell
19,831
-1,781
-8% -$39K ﹤0.01% 2027
2022
Q4 		$413K Sell
21,612
-3,772
-15% -$74.1K ﹤0.01% 2021
2022
Q3 		$507K Buy
25,384
+121
+0.5% +$2.73K ﹤0.01% 1957
2022
Q2 		$417K Sell
25,263
-48,781
-66% -$893K ﹤0.01% 2097
2022
Q1 		$1.79M Buy
74,044
+8,382
+13% +$164K ﹤0.01% 1880
2021
Q4 		$1.44M Buy
65,662
+36,458
+125% +$922K ﹤0.01% 1922
2021
Q3 		$547K Buy
29,204
+6,938
+31% +$147K ﹤0.01% 2149
2021
Q2 		$598K Buy
22,266
+3,969
+22% +$96.3K ﹤0.01% 2165
2021
Q1 		$495K Sell
18,297
-3,165
-15% -$103K ﹤0.01% 2152
2020
Q4 		$615K Buy
21,462
+8,530
+66% +$182K ﹤0.01% 2061
2020
Q3 		$232K Sell
12,932
-862
-6% -$12.9K ﹤0.01% 2170
2020
Q2 		$150K Buy
+13,794
New +$108K ﹤0.01% 2219

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

Principal Financial Group's BE Position: Q2 2026 in Review

Principal Financial Group increased its Bloom Energy (BE) stake by 133% in Q2 2026, buying an estimated $16.9M and bringing the position to 115,442 shares worth $34.9M. The position accounts for 0.02% of the portfolio, ranked #675.

Principal Financial Group first reported a position in BE in Q2 2020 and has held it in 25 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Principal Financial Group held 115,442 shares of Bloom Energy worth $34.9M as of Q2 2026.
  • Principal Financial Group bought 65,911 Bloom Energy shares in Q2 2026, an estimated $16.9M.
  • Bloom Energy made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #675 holding.
  • Principal Financial Group first reported a position in Bloom Energy in Q2 2020 and has held it in 25 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.