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Value Aligned Research Advisors’s Bloom Energy BE Stock Holding History

Value Aligned Research Advisors’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 		$1.69B Buy
5,585,179
+1,000,448
+22% +$256M 4.21% 4
2026
Q1 		$621M Buy
4,584,731
+1,108,183
+32% +$163M 3% 8
2025
Q4 		$302M Buy
3,476,548
+252,579
+8% +$26.5M 3.04% 11
2025
Q3 		$273M Buy
3,223,969
+1,179,552
+58% +$54.8M 3.33% 13
2025
Q2 		$48.9M Buy
2,044,417
+435,230
+27% +$8.43M 1.03% 26
2025
Q1 		$31.6M Buy
1,609,187
+328,338
+26% +$7.84M 2.31% 13
2024
Q4 		$28.4M Buy
+1,280,849
New +$22.5M 7.78% 6

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return

Value Aligned Research Advisors's BE Position: Q2 2026 in Review

Value Aligned Research Advisors increased its Bloom Energy (BE) stake by 22% in Q2 2026, buying an estimated $256M and bringing the position to 5,585,179 shares worth $1.69B. The position accounts for 4.21% of the portfolio, ranked #4.

Value Aligned Research Advisors first reported a position in BE in Q4 2024 and has held it in 7 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Value Aligned Research Advisors held 5,585,179 shares of Bloom Energy worth $1.69B as of Q2 2026.
  • Value Aligned Research Advisors bought 1,000,448 Bloom Energy shares in Q2 2026, an estimated $256M.
  • Bloom Energy made up 4.21% of Value Aligned Research Advisors's portfolio in Q2 2026, its #4 holding.
  • Value Aligned Research Advisors first reported a position in Bloom Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.