Select Equity Group’s Bloom Energy BE Stock Holding History

Select Equity 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 Q1	$2.44K	Buy	+18	New	+$2.64K	﹤0.01%	178
2025 Q2	–	Sell	-111,296	Closed	-$2.19M	–	157
2025 Q1	$2.19M	Sell	111,296 -167,219	-60%	-$3.99M	0.01%	142
2024 Q4	$6.19M	Buy	278,515 +154,993	+125%	+$2.72M	0.02%	104
2024 Q3	$1.3M	Sell	123,522 -381,171	-76%	-$4.52M	﹤0.01%	132
2024 Q2	$6.18M	Buy	504,693 +298,950	+145%	+$3.81M	0.02%	117
2024 Q1	$2.31M	Buy	+205,743	New	+$2.26M	0.01%	125

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Select Equity Group's BE Position: Q1 2026 in Review

Select Equity Group opened a new position in Bloom Energy (BE) in Q1 2026: 18 shares worth $2.44K. The stake represents ﹤0.01% of the portfolio and ranks #178 among its holdings. This is a return to the name: Select Equity Group previously reported a position in BE as recently as Q1 2025.

Select Equity Group first reported a position in BE in Q1 2024 and has held it in 6 quarters since. The position peaked at $6.19M in Q4 2024. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Select Equity Group held 18 shares of Bloom Energy worth $2.44K as of Q1 2026.
Bloom Energy was a new Select Equity Group position in Q1 2026.
Bloom Energy made up ﹤0.01% of Select Equity Group's portfolio in Q1 2026, its #178 holding.
Select Equity Group first reported a position in Bloom Energy in Q1 2024 and has held it in 6 quarters since.
Select Equity Group's Bloom Energy position peaked at $6.19M in Q4 2024.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.