Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Bloom Energy BE Stock Holding History

Sumitomo Mitsui Trust 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 		$70.1M Buy
517,286
+37,403
+8% +$5.49M 0.05% 352
2025
Q4 		$41.7M Buy
479,883
+402,598
+521% +$42.3M 0.02% 520
2025
Q3 		$6.54M Sell
77,285
-141,148
-65% -$6.55M ﹤0.01% 711
2025
Q2 		$5.22M Buy
218,433
+4,636
+2% +$89.8K ﹤0.01% 714
2025
Q1 		$4.2M Sell
213,797
-4,580
-2% -$109K ﹤0.01% 746
2024
Q4 		$4.85M Sell
218,377
-190,921
-47% -$3.35M ﹤0.01% 748
2024
Q3 		$4.32M Sell
409,298
-16,782
-4% -$199K ﹤0.01% 765
2024
Q2 		$5.22M Sell
426,080
-50,169
-11% -$639K ﹤0.01% 752
2024
Q1 		$5.35M Hold
476,249
– – ﹤0.01% 814
2023
Q4 		$7.05M Hold
476,249
– – 0.01% 797
2023
Q3 		$6.32M Hold
476,249
– – 0.01% 816
2023
Q2 		$7.79M Sell
476,249
-483,496
-50% -$7.81M 0.01% 806
2023
Q1 		$19.1M Buy
959,745
+1,177
+0.1% +$25.8K 0.01% 727
2022
Q4 		$18.3M Buy
958,568
+570
+0.1% +$11.2K 0.01% 727
2022
Q3 		$19.1M Hold
957,998
– – 0.02% 707
2022
Q2 		$15.8M Buy
957,998
+1,400
+0.1% +$25.6K 0.01% 751
2022
Q1 		$23.1M Buy
956,598
+61,068
+7% +$1.19M 0.02% 707
2021
Q4 		$19.6M Buy
895,530
+765,479
+589% +$19.4M 0.01% 716
2021
Q3 		$2.44M Buy
+130,051
New +$2.75M ﹤0.01% 923

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sumitomo Mitsui Trust Group's BE Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its Bloom Energy (BE) stake by 7.8% in Q1 2026, buying an estimated $5.49M and bringing the position to 517,286 shares worth $70.1M. The position accounts for 0.05% of the portfolio, ranked #352.

Sumitomo Mitsui Trust Group first reported a position in BE in Q3 2021 and has held it in 19 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 517,286 shares of Bloom Energy worth $70.1M as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 37,403 Bloom Energy shares in Q1 2026, an estimated $5.49M.
  • Bloom Energy made up 0.05% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #352 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Bloom Energy in Q3 2021 and has held it in 19 quarters since.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.