Ray Dalio’s Bloom Energy BE Stock Holding History

Ray Dalio’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	$6.19M	Sell	45,683 -18,344	-29%	-$2.69M	0.03%	365
2025 Q4	$5.56M	Buy	64,027 +8,304	+15%	+$873K	0.02%	499
2025 Q3	$4.71M	Sell	55,723 -132,143	-70%	-$6.14M	0.02%	509
2025 Q2	$4.49M	Buy	+187,866	New	+$3.64M	0.02%	340
2024 Q4	–	Sell	-173,115	Closed	-$1.83M	–	708
2024 Q3	$1.83M	Buy	+173,115	New	+$2.05M	0.01%	518
2023 Q4	–	Sell	-213,125	Closed	-$2.83M	–	753
2023 Q3	$2.83M	Buy	+213,125	New	+$3.34M	0.02%	453

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ray Dalio's BE Position: Q1 2026 in Review

Ray Dalio reduced its Bloom Energy (BE) stake by 29% in Q1 2026, selling an estimated $2.69M and leaving 45,683 shares worth $6.19M. The position accounts for 0.03% of the portfolio, ranked #365.

Ray Dalio first reported a position in BE in Q3 2023 and has held it in 6 quarters since. 981 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Ray Dalio held 45,683 shares of Bloom Energy worth $6.19M as of Q1 2026.
Ray Dalio sold 18,344 Bloom Energy shares in Q1 2026, an estimated $2.69M.
Bloom Energy made up 0.03% of Ray Dalio's portfolio in Q1 2026, its #365 holding.
Ray Dalio first reported a position in Bloom Energy in Q3 2023 and has held it in 6 quarters since.
981 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.