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Qsemble Capital Management’s Bloom Energy BE Stock Holding History

Qsemble 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 		$809K Sell
2,671
-1,797
-40% -$460K 0.1% 246
2026
Q1 		$605K Sell
4,468
-21,105
-83% -$3.1M 0.05% 329
2025
Q4 		$2.22M Sell
25,573
-12,521
-33% -$1.32M 0.18% 172
2025
Q3 		$3.22M Buy
+38,094
New +$1.77M 0.32% 105
2025
Q2 		– Sell
-11,226
Closed -$221K – 442
2025
Q1 		$221K Buy
+11,226
New +$268K 0.02% 405

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

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

Qsemble Capital Management reduced its Bloom Energy (BE) stake by 40% in Q2 2026, selling an estimated $460K and leaving 2,671 shares worth $809K. The position accounts for 0.1% of the portfolio, ranked #246.

Qsemble Capital Management first reported a position in BE in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.22M in Q3 2025. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Qsemble Capital Management held 2,671 shares of Bloom Energy worth $809K as of Q2 2026.
  • Qsemble Capital Management sold 1,797 Bloom Energy shares in Q2 2026, an estimated $460K.
  • Bloom Energy made up 0.1% of Qsemble Capital Management's portfolio in Q2 2026, its #246 holding.
  • Qsemble Capital Management first reported a position in Bloom Energy in Q1 2025 and has held it in 5 quarters since.
  • Qsemble Capital Management's Bloom Energy position peaked at $3.22M in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.