Taikang Asset Management (HK)’s Bloom Energy BE Stock Holding History

Taikang Asset Management (HK)’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	$8.94M	Sell	29,530 -3,144	-10%	-$806K	0.81%	46
2026 Q1	$4.43M	Buy	32,674 +12,439	+61%	+$1.83M	0.44%	64
2025 Q4	$1.76M	Sell	20,235 -12,094	-37%	-$1.27M	0.17%	88
2025 Q3	$2.73M	Buy	+32,329	New	+$1.5M	0.31%	76

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

Taikang Asset Management (HK)'s BE Position: Q2 2026 in Review

Taikang Asset Management (HK) reduced its Bloom Energy (BE) stake by 9.6% in Q2 2026, selling an estimated $806K and leaving 29,530 shares worth $8.94M. The position accounts for 0.81% of the portfolio, ranked #46.

Taikang Asset Management (HK) first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Taikang Asset Management (HK) held 29,530 shares of Bloom Energy worth $8.94M as of Q2 2026.
Taikang Asset Management (HK) sold 3,144 Bloom Energy shares in Q2 2026, an estimated $806K.
Bloom Energy made up 0.81% of Taikang Asset Management (HK)'s portfolio in Q2 2026, its #46 holding.
Taikang Asset Management (HK) first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Taikang Asset Management (HK)'s 13F filing for Q2 2026, filed 12 Aug 2026.