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 Q2	$4.59M	Sell	15,171 -22,829	-60%	-$5.85M	0.82%	27
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 $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

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

Soros Capital Management reduced its Bloom Energy (BE) stake by 60% in Q2 2026, selling an estimated $5.85M and leaving 15,171 shares worth $4.59M. The position accounts for 0.82% of the portfolio, ranked #27.

Soros Capital Management first reported a position in BE in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.15M in Q1 2026. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Soros Capital Management held 15,171 shares of Bloom Energy worth $4.59M as of Q2 2026.
Soros Capital Management sold 22,829 Bloom Energy shares in Q2 2026, an estimated $5.85M.
Bloom Energy made up 0.82% of Soros Capital Management's portfolio in Q2 2026, its #27 holding.
Soros Capital Management first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
Soros Capital Management's Bloom Energy position peaked at $5.15M in Q1 2026.
1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Soros Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.