Steven Cohen’s Bloom Energy BE Stock Holding History

Steven Cohen’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	$93.5M	Buy	308,856 +263,460	+580%	+$67.5M	0.1%	225
2026 Q1	$6.15M	Sell	45,396 -332,463	-88%	-$48.8M	0.01%	1562
2025 Q4	$32.8M	Buy	377,859 +237,267	+169%	+$24.9M	0.04%	604
2025 Q3	$11.9M	Buy	+140,592	New	+$6.53M	0.02%	731
2025 Q1	–	Sell	-939,724	Closed	-$22.4M	–	2046
2024 Q4	$20.9M	Buy	+939,724	New	+$16.5M	0.05%	431
2024 Q3	–	Sell	-65,451	Closed	-$801K	–	1985
2024 Q2	$801K	Buy	+65,451	New	+$834K	﹤0.01%	1328
2023 Q3	–	Sell	-953,800	Closed	-$15.6M	–	2475
2023 Q2	$15.6M	Buy	953,800 +137,000	+17%	+$2.21M	0.05%	453
2023 Q1	$16.3M	Buy	816,800 +272,490	+50%	+$5.97M	0.05%	412
2022 Q4	$10.4M	Buy	+544,310	New	+$10.7M	0.04%	536
2021 Q3	–	Sell	-19,300	Closed	-$519K	–	1041
2021 Q2	$519K	Buy	+19,300	New	+$468K	﹤0.01%	863
2020 Q4	–	Sell	-34,913	Closed	-$627K	–	903
2020 Q3	$627K	Buy	+34,913	New	+$521K	﹤0.01%	816
2020 Q1	–	Sell	-20,987	Closed	-$157K	–	781
2019 Q4	$157K	Sell	20,987 -223,413	-91%	-$1.08M	﹤0.01%	859
2019 Q3	$794K	Sell	244,400 -59,700	-20%	-$446K	﹤0.01%	724
2019 Q2	$3.73M	Buy	304,100 +302,890	+25,032%	+$3.72M	0.02%	566
2019 Q1	$16K	Buy	+1,210	New	+$14.8K	﹤0.01%	988

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

Steven Cohen's BE Position: Q2 2026 in Review

Steven Cohen increased its Bloom Energy (BE) stake by 580% in Q2 2026, buying an estimated $67.5M and bringing the position to 308,856 shares worth $93.5M. The position accounts for 0.1% of the portfolio, ranked #225.

Steven Cohen first reported a position in BE in Q1 2019 and has held it in 15 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Steven Cohen held 308,856 shares of Bloom Energy worth $93.5M as of Q2 2026.
Steven Cohen bought 263,460 Bloom Energy shares in Q2 2026, an estimated $67.5M.
Bloom Energy made up 0.1% of Steven Cohen's portfolio in Q2 2026, its #225 holding.
Steven Cohen first reported a position in Bloom Energy in Q1 2019 and has held it in 15 quarters since.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.