WG
BE icon

Winton Group’s Bloom Energy BE Stock Holding History

Winton 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 		$9.44M Buy
+31,200
New +$7.99M 0.31% 80
2026
Q1 		– Sell
-3,400
Closed -$295K – 1123
2025
Q4 		$295K Buy
+3,400
New +$357K 0.01% 746
2025
Q2 		– Sell
-15,780
Closed -$310K – 828
2025
Q1 		$310K Buy
+15,780
New +$377K 0.02% 572
2023
Q2 		– Sell
-38,275
Closed -$763K – 789
2023
Q1 		$763K Buy
38,275
+12,480
+48% +$273K 0.05% 535
2022
Q4 		$493K Sell
25,795
-66
-0.3% -$1.3K 0.03% 636
2022
Q3 		$517K Sell
25,861
-5,565
-18% -$125K 0.03% 636
2022
Q2 		$519K Buy
31,426
+4,863
+18% +$89K 0.03% 685
2022
Q1 		$641K Buy
26,563
+3,998
+18% +$78.1K 0.03% 611
2021
Q4 		$495K Buy
22,565
+2,431
+12% +$61.5K 0.03% 677
2021
Q3 		$377K Buy
20,134
+433
+2% +$9.16K 0.02% 998
2021
Q2 		$529K Buy
+19,701
New +$478K 0.03% 890

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 $3.38T AUM 44.17% 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

Winton Group's BE Position: Q2 2026 in Review

Winton Group opened a new position in Bloom Energy (BE) in Q2 2026: 31,200 shares worth $9.44M. The stake represents 0.31% of the portfolio and ranks #80 among its holdings. This is a return to the name: Winton Group previously reported a position in BE as recently as Q4 2025.

Winton Group first reported a position in BE in Q2 2021 and has held it in 11 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Winton Group held 31,200 shares of Bloom Energy worth $9.44M as of Q2 2026.
  • Bloom Energy was a new Winton Group position in Q2 2026.
  • Bloom Energy made up 0.31% of Winton Group's portfolio in Q2 2026, its #80 holding.
  • Winton Group first reported a position in Bloom Energy in Q2 2021 and has held it in 11 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.