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Westerly Capital Management’s Bloom Energy BE Stock Holding History

Westerly Capital Management’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 		$4.54M Sell
15,000
-35,000
-70% -$8.97M 0.84% 35
2026
Q1 		$6.77M Sell
50,000
-100,000
-67% -$14.7M 1.84% 22
2025
Q4 		$13M Hold
150,000
– – 2.86% 8
2025
Q3 		$12.7M Buy
+150,000
New +$6.97M 3.97% 9

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

Westerly Capital Management's BE Position: Q2 2026 in Review

Westerly Capital Management reduced its Bloom Energy (BE) stake by 70% in Q2 2026, selling an estimated $8.97M and leaving 15,000 shares worth $4.54M. The position accounts for 0.84% of the portfolio, ranked #35.

Westerly Capital Management first reported a position in BE in Q3 2025 and has held it in 4 quarters since. The position peaked at $13M in Q4 2025. 1,278 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Westerly Capital Management held 15,000 shares of Bloom Energy worth $4.54M as of Q2 2026.
  • Westerly Capital Management sold 35,000 Bloom Energy shares in Q2 2026, an estimated $8.97M.
  • Bloom Energy made up 0.84% of Westerly Capital Management's portfolio in Q2 2026, its #35 holding.
  • Westerly Capital Management first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • Westerly Capital Management's Bloom Energy position peaked at $13M in Q4 2025.
  • 1,278 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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