Sciencast Management’s Bloom Energy BE Stock Holding History

Sciencast 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	$715K	Buy	+2,363	New	+$605K	0.15%	167
2026 Q1	–	Sell	-2,323	Closed	-$202K	–	263
2025 Q4	$202K	Sell	2,323 -1,165	-33%	-$122K	0.03%	276
2025 Q3	$295K	Buy	+3,488	New	+$162K	0.06%	230
2024 Q2	–	Sell	-11,804	Closed	-$133K	–	242
2024 Q1	$133K	Buy	+11,804	New	+$130K	0.08%	203
2023 Q3	–	Sell	-13,661	Closed	-$232K	–	344
2023 Q2	$232K	Buy	13,661 +2,687	+24%	+$43.4K	0.19%	197
2023 Q1	$136K	Buy	+10,974	New	+$240K	0.18%	157
2022 Q2	–	Sell	-23,114	Closed	-$540K	–	414
2022 Q1	$540K	Buy	+23,114	New	+$452K	0.12%	225

Other funds holding BE

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Sciencast Management's BE Position: Q2 2026 in Review

Sciencast Management opened a new position in Bloom Energy (BE) in Q2 2026: 2,363 shares worth $715K. The stake represents 0.15% of the portfolio and ranks #167 among its holdings. This is a return to the name: Sciencast Management previously reported a position in BE as recently as Q4 2025.

Sciencast Management first reported a position in BE in Q1 2022 and has held it in 7 quarters since. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Sciencast Management held 2,363 shares of Bloom Energy worth $715K as of Q2 2026.
Bloom Energy was a new Sciencast Management position in Q2 2026.
Bloom Energy made up 0.15% of Sciencast Management's portfolio in Q2 2026, its #167 holding.
Sciencast Management first reported a position in Bloom Energy in Q1 2022 and has held it in 7 quarters since.
1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Sciencast Management's 13F filing for Q2 2026, filed 28 Jul 2026.