Walleye Capital
BE icon

Walleye Capital’s Bloom Energy BE Stock Holding History

Walleye 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 		$3.09M Sell
10,200
-13,100
-56% -$3.36M 0.01% 1159
2026
Q1 		$3.16M Buy
23,300
+700
+3% +$103K 0.01% 1105
2025
Q4 		$1.96M Sell
22,600
-47,500
-68% -$4.99M 0.01% 1888
2025
Q3 		$5.93M Buy
+70,100
New +$3.26M 0.02% 825
2025
Q1 		– Sell
-114,000
Closed -$2.53M – 4268
2024
Q4 		$2.53M Buy
114,000
+32,700
+40% +$573K 0.01% 1565
2024
Q3 		$859K Sell
81,300
-1,600
-2% -$19K ﹤0.01% 2807
2024
Q2 		$1.01M Buy
82,900
+45,900
+124% +$585K ﹤0.01% 2836
2024
Q1 		$416K Sell
37,000
-17,400
-32% -$191K ﹤0.01% 3357
2023
Q4 		$805K Sell
54,400
-119,300
-69% -$1.49M ﹤0.01% 2549
2023
Q3 		$2.3M Buy
173,700
+51,100
+42% +$801K 0.01% 1621
2023
Q2 		$2M Buy
122,600
+99,200
+424% +$1.6M 0.01% 1324
2023
Q1 		$466K Sell
23,400
-17,300
-43% -$379K 0.01% 1777
2022
Q4 		$778K Buy
40,700
+23,100
+131% +$454K 0.01% 1157
2022
Q3 		$352K Buy
+17,600
New +$397K 0.01% 1706

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
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Walleye Capital's BE Position: Q2 2026 in Review

Walleye Capital reduced its Bloom Energy (BE) stake by 76% in Q2 2026, selling an estimated $40.3M and leaving 49,563 shares worth $15M. The position accounts for 0.05% of the portfolio, ranked #333.

Walleye Capital first reported a position in BE in Q2 2020 and has held it in 18 quarters since. The position peaked at $28M in Q1 2026. 1,282 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Walleye Capital held 49,563 shares of Bloom Energy worth $15M as of Q2 2026.
  • Walleye Capital sold 157,447 Bloom Energy shares in Q2 2026, an estimated $40.3M.
  • Bloom Energy made up 0.05% of Walleye Capital's portfolio in Q2 2026, its #333 holding.
  • Walleye Capital first reported a position in Bloom Energy in Q2 2020 and has held it in 18 quarters since.
  • Walleye Capital's Bloom Energy position peaked at $28M in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Walleye Capital's 13F filing for Q2 2026, filed 3 Aug 2026.