Two Sigma Securities’s Bloom Energy BE Stock Holding History

Two Sigma Securities’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
2024 Q4	–	Sell	-83,500	Closed	-$882K	–	1756
2024 Q3	$882K	Buy	83,500 +9,900	+13%	+$117K	0.01%	941
2024 Q2	$901K	Buy	73,600 +61,900	+529%	+$789K	0.01%	1136
2024 Q1	$132K	Sell	11,700 -5,600	-32%	-$61.6K	﹤0.01%	2431
2023 Q4	$256K	Buy	17,300 +5,600	+48%	+$70.1K	﹤0.01%	2152
2023 Q3	$155K	Sell	11,700 -3,200	-21%	-$50.2K	﹤0.01%	2344
2023 Q2	$244K	Buy	14,900 +3,300	+28%	+$53.3K	﹤0.01%	2034
2023 Q1	$231K	Buy	+11,600	New	+$254K	﹤0.01%	1964
2022 Q1	–	Sell	-11,900	Closed	-$261K	–	2112
2021 Q4	$261K	Sell	11,900 -9,900	-45%	-$250K	0.01%	901
2021 Q3	$408K	Buy	21,800 +4,700	+27%	+$99.4K	0.01%	844
2021 Q2	$459K	Buy	+17,100	New	+$415K	0.01%	706

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

Two Sigma Securities's BE Position: Q2 2026 in Review

Two Sigma Securities increased its Bloom Energy (BE) stake by 62% in Q2 2026, buying an estimated $294K and bringing the position to 2,985 shares worth $904K. The position accounts for 0.08% of the portfolio, ranked #332.

Two Sigma Securities first reported a position in BE in Q1 2023 and has held it in 5 quarters since. 1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Two Sigma Securities held 2,985 shares of Bloom Energy worth $904K as of Q2 2026.
Two Sigma Securities bought 1,146 Bloom Energy shares in Q2 2026, an estimated $294K.
Bloom Energy made up 0.08% of Two Sigma Securities's portfolio in Q2 2026, its #332 holding.
Two Sigma Securities first reported a position in Bloom Energy in Q1 2023 and has held it in 5 quarters since.
1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Two Sigma Securities's 13F filing for Q2 2026, filed 14 Aug 2026.