Rockefeller Capital Management
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Rockefeller Capital Management’s Bloom Energy BE Stock Holding History

Rockefeller 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 		$41.4M Sell
136,932
-2,767
-2% -$709K 0.06% 280
2026
Q1 		$18.9M Sell
139,699
-21,364
-13% -$3.14M 0.03% 458
2025
Q4 		$14M Sell
161,063
-52,706
-25% -$5.54M 0.03% 539
2025
Q3 		$18.1M Sell
213,769
-357,343
-63% -$16.6M 0.04% 444
2025
Q2 		$13.7M Buy
571,112
+36,263
+7% +$702K 0.03% 509
2025
Q1 		$10.5M Sell
534,849
-4,198
-0.8% -$100K 0.03% 560
2024
Q4 		$12M Buy
539,047
+97,493
+22% +$1.71M 0.03% 510
2024
Q3 		$4.66M Sell
441,554
-5,662
-1% -$67.2K 0.01% 725
2024
Q2 		$5.47M Sell
447,216
-26,546
-6% -$338K 0.02% 663
2024
Q1 		$5.33M Buy
473,762
+115,957
+32% +$1.27M 0.02% 676
2023
Q4 		$5.3M Buy
357,805
+88,183
+33% +$1.1M 0.02% 623
2023
Q3 		$3.58M Buy
269,622
+141,615
+111% +$2.22M 0.01% 657
2023
Q2 		$2.09M Buy
128,007
+5,531
+5% +$89.4K 0.01% 827
2023
Q1 		$2.44M Buy
122,476
+1,034
+0.9% +$22.6K 0.01% 749
2022
Q4 		$2.32M Buy
121,442
+1,167
+1% +$22.9K 0.01% 703
2022
Q3 		$2.4M Sell
120,275
-42,968
-26% -$968K 0.01% 710
2022
Q2 		$2.69M Buy
163,243
+5,082
+3% +$93.1K 0.01% 674
2022
Q1 		$3.82M Buy
158,161
+11,990
+8% +$234K 0.02% 610
2021
Q4 		$3.21M Sell
146,171
-8,999
-6% -$228K 0.02% 673
2021
Q3 		$2.9M Buy
155,170
+85,716
+123% +$1.81M 0.02% 642
2021
Q2 		$1.87M Buy
69,454
+19,269
+38% +$467K 0.01% 738
2021
Q1 		$1.36M Buy
50,185
+445
+0.9% +$14.5K 0.01% 694
2020
Q4 		$1.43M Buy
49,740
+25,958
+109% +$554K 0.01% 601
2020
Q3 		$427K Buy
23,782
+13,779
+138% +$206K ﹤0.01% 824
2020
Q2 		$109K Hold
10,003
– – ﹤0.01% 1133
2020
Q1 		$52K Buy
10,003
+8,200
+455% +$69.5K ﹤0.01% 1216
2019
Q4 		$13K Buy
+1,803
New +$8.74K ﹤0.01% 1527

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 $3.38T AUM 44.17% 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

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

Rockefeller Capital Management reduced its Bloom Energy (BE) stake by 2% in Q2 2026, selling an estimated $709K and leaving 136,932 shares worth $41.4M. The position accounts for 0.06% of the portfolio, ranked #280.

Rockefeller Capital Management first reported a position in BE in Q4 2019 and has held it in 27 quarters since. 1,286 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Rockefeller Capital Management held 136,932 shares of Bloom Energy worth $41.4M as of Q2 2026.
  • Rockefeller Capital Management sold 2,767 Bloom Energy shares in Q2 2026, an estimated $709K.
  • Bloom Energy made up 0.06% of Rockefeller Capital Management's portfolio in Q2 2026, its #280 holding.
  • Rockefeller Capital Management first reported a position in Bloom Energy in Q4 2019 and has held it in 27 quarters since.
  • 1,286 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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