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 Q2	$156M	Sell	513,800 -12,000	-2%	-$3.07M	0.77%	44
2026 Q1	$71.2M	Buy	525,800 +84,200	+19%	+$12.4M	0.36%	59
2025 Q4	$38.4M	Buy	+441,600	New	+$46.4M	0.17%	89

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

Select Equity Group's BE Position: Q2 2026 in Review

Select Equity Group reduced its Bloom Energy (BE) stake by 44% in Q2 2026, selling an estimated $2.05K and leaving 10 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Select Equity Group first reported a position in BE in Q1 2024 and has held it in 7 quarters since. The position peaked at $6.19M in Q4 2024. 1,279 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Select Equity Group held 10 shares of Bloom Energy worth $3.03K as of Q2 2026.
Select Equity Group sold 8 Bloom Energy shares in Q2 2026, an estimated $2.05K.
Bloom Energy made up ﹤0.01% of Select Equity Group's portfolio in Q2 2026, its #156 holding.
Select Equity Group first reported a position in Bloom Energy in Q1 2024 and has held it in 7 quarters since.
Select Equity Group's Bloom Energy position peaked at $6.19M in Q4 2024.
1,279 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.