Utah Retirement Systems’s Bloom Energy BE Stock Holding History

Utah Retirement Systems’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	$12.3M	Buy	40,751 +17,062	+72%	+$4.37M	0.12%	141
2026 Q1	$3.21M	Buy	+23,689	New	+$3.48M	0.03%	433
2025 Q3	–	Sell	-51,930	Closed	-$1.24M	–	991
2025 Q2	$1.24M	Hold	51,930	–	–	0.01%	666
2025 Q1	$1.02M	Hold	51,930	–	–	0.01%	694
2024 Q4	$1.15M	Hold	51,930	–	–	0.01%	693
2024 Q3	$548K	Hold	51,930	–	–	0.01%	761
2024 Q2	$636K	Hold	51,930	–	–	0.01%	765
2024 Q1	$584K	Hold	51,930	–	–	0.01%	769
2023 Q4	$769K	Hold	51,930	–	–	0.01%	767
2023 Q3	$689K	Hold	51,930	–	–	0.01%	774
2023 Q2	$849K	Hold	51,930	–	–	0.01%	768
2023 Q1	$1.03M	Hold	51,930	–	–	0.02%	733
2022 Q4	$993K	Hold	51,930	–	–	0.02%	691
2022 Q3	$1.04M	Hold	51,930	–	–	0.02%	675
2022 Q2	$857K	Hold	51,930	–	–	0.01%	737
2022 Q1	$1.25M	Hold	51,930	–	–	0.02%	702
2021 Q4	$1.14M	Buy	+51,930	New	+$1.31M	0.01%	748

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

Utah Retirement Systems's BE Position: Q2 2026 in Review

Utah Retirement Systems increased its Bloom Energy (BE) stake by 72% in Q2 2026, buying an estimated $4.37M and bringing the position to 40,751 shares worth $12.3M. The position accounts for 0.12% of the portfolio, ranked #141.

Utah Retirement Systems first reported a position in BE in Q4 2021 and has held it in 17 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Utah Retirement Systems held 40,751 shares of Bloom Energy worth $12.3M as of Q2 2026.
Utah Retirement Systems bought 17,062 Bloom Energy shares in Q2 2026, an estimated $4.37M.
Bloom Energy made up 0.12% of Utah Retirement Systems's portfolio in Q2 2026, its #141 holding.
Utah Retirement Systems first reported a position in Bloom Energy in Q4 2021 and has held it in 17 quarters since.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Utah Retirement Systems's 13F filing for Q2 2026, filed 14 Aug 2026.