Soros Capital Management’s Bloom Energy BE Stock Holding History

Soros 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 Q1	$5.15M	Sell	38,000 -19,000	-33%	-$2.79M	2.24%	14
2025 Q4	$4.95M	Buy	57,000 +19,800	+53%	+$2.08M	1.3%	24
2025 Q3	$3.15M	Buy	+37,200	New	+$1.73M	0.78%	37

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

Soros Capital Management's BE Position: Q1 2026 in Review

Soros Capital Management reduced its Bloom Energy (BE) stake by 33% in Q1 2026, selling an estimated $2.79M and leaving 38,000 shares worth $5.15M. The position accounts for 2.24% of the portfolio, ranked #14.

Soros Capital Management first reported a position in BE in Q3 2025 and has held it in 3 quarters since. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Soros Capital Management held 38,000 shares of Bloom Energy worth $5.15M as of Q1 2026.
Soros Capital Management sold 19,000 Bloom Energy shares in Q1 2026, an estimated $2.79M.
Bloom Energy made up 2.24% of Soros Capital Management's portfolio in Q1 2026, its #14 holding.
Soros Capital Management first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Soros Capital Management's 13F filing for Q1 2026, filed 15 May 2026.