Wellington Management Group
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Wellington Management Group’s Bloom Energy BE Stock Holding History

Wellington Management Group’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 		$81.2M Sell
268,306
-1,805,300
-87% -$463M 0.01% 599
2026
Q1 		$281M Sell
2,073,606
-288,622
-12% -$42.4M 0.05% 302
2025
Q4 		$205M Buy
2,362,228
+1,198,178
+103% +$126M 0.04% 382
2025
Q3 		$98.4M Buy
+1,164,050
New +$54.1M 0.02% 558
2025
Q2 		– Sell
-718,153
Closed -$14.1M – 1953
2025
Q1 		$14.1M Sell
718,153
-665,744
-48% -$15.9M ﹤0.01% 1089
2024
Q4 		$30.7M Buy
1,383,897
+1,043,326
+306% +$18.3M 0.01% 849
2024
Q3 		$3.6M Sell
340,571
-2,690
-0.8% -$31.9K ﹤0.01% 1415
2024
Q2 		$4.2M Buy
+343,261
New +$4.38M ﹤0.01% 1356
2021
Q4 		– Sell
-10,316
Closed -$194K – 2178
2021
Q3 		$194K Buy
10,316
+1,849
+22% +$39.1K ﹤0.01% 2108
2021
Q2 		$228K Buy
+8,467
New +$205K ﹤0.01% 2074
2021
Q1 		– Sell
-723,464
Closed -$20.7M – 2096
2020
Q4 		$20.7M Buy
723,464
+299,802
+71% +$6.4M ﹤0.01% 1023
2020
Q3 		$7.61M Buy
+423,662
New +$6.32M ﹤0.01% 1168

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

Wellington Management Group's BE Position: Q2 2026 in Review

Wellington Management Group reduced its Bloom Energy (BE) stake by 87% in Q2 2026, selling an estimated $463M and leaving 268,306 shares worth $81.2M. The position accounts for 0.01% of the portfolio, ranked #599.

Wellington Management Group first reported a position in BE in Q3 2020 and has held it in 12 quarters since. The position peaked at $281M in Q1 2026. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Wellington Management Group held 268,306 shares of Bloom Energy worth $81.2M as of Q2 2026.
  • Wellington Management Group sold 1,805,300 Bloom Energy shares in Q2 2026, an estimated $463M.
  • Bloom Energy made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #599 holding.
  • Wellington Management Group first reported a position in Bloom Energy in Q3 2020 and has held it in 12 quarters since.
  • Wellington Management Group's Bloom Energy position peaked at $281M in Q1 2026.
  • 1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.