TwinBeech Capital’s Bloom Energy BE Stock Holding History

TwinBeech Capital’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	–	Sell	-2,383	Closed	-$323K	–	394
2026 Q1	$323K	Buy	+2,383	New	+$350K	0.03%	437
2025 Q4	–	Sell	-88,005	Closed	-$7.44M	–	606
2025 Q3	$7.44M	Buy	+88,005	New	+$4.09M	0.29%	105
2025 Q2	–	Sell	-533,447	Closed	-$10.5M	–	652
2025 Q1	$10.5M	Buy	533,447 +132,964	+33%	+$3.17M	0.19%	143
2024 Q4	$8.89M	Buy	+400,483	New	+$7.02M	0.15%	165
2024 Q1	–	Sell	-114,933	Closed	-$1.7M	–	556
2023 Q4	$1.7M	Buy	+114,933	New	+$1.44M	0.03%	427
2022 Q4	–	Sell	-97,613	Closed	-$1.95M	–	696
2022 Q3	$1.95M	Buy	97,613 +63,272	+184%	+$1.43M	0.05%	341
2022 Q2	$567K	Buy	+34,341	New	+$629K	0.03%	411
2022 Q1	–	Sell	-110,503	Closed	-$2.42M	–	502
2021 Q4	$2.42M	Buy	+110,503	New	+$2.8M	0.14%	196
2021 Q2	–	Sell	-7,716	Closed	-$209K	–	448
2021 Q1	$209K	Sell	7,716 -19,454	-72%	-$634K	0.03%	422
2020 Q4	$779K	Buy	+27,170	New	+$580K	0.13%	218

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

TwinBeech Capital's BE Position: Q2 2026 in Review

TwinBeech Capital sold out of Bloom Energy (BE) in Q2 2026, closing a stake of 2,383 shares — an estimated $323K sold.

TwinBeech Capital first reported a position in BE in Q4 2020 and held it in 10 quarters. The position peaked at $10.5M in Q1 2025. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

TwinBeech Capital reported no remaining Bloom Energy position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 2,383 Bloom Energy shares in Q2 2026, an estimated $323K.
TwinBeech Capital first reported a position in Bloom Energy in Q4 2020 and held it in 10 quarters.
TwinBeech Capital's Bloom Energy position peaked at $10.5M in Q1 2025.
1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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