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WPG Advisers’s Bloom Energy BE Stock Holding History

WPG Advisers’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 		$31.8K Sell
105
-217
-67% -$55.6K 0.02% 426
2026
Q1 		$43.6K Buy
322
+1
+0.3% +$147 0.03% 306
2025
Q4 		$27.9K Buy
321
+67
+26% +$7.04K 0.02% 427
2025
Q3 		$21.5K Hold
254
– – 0.02% 489
2025
Q2 		$6.08K Hold
254
– – 0.01% 816
2025
Q1 		$4.99K Hold
254
– – ﹤0.01% 869
2024
Q4 		$5.64K Buy
+254
New +$4.45K 0.01% 789

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ECP
Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WPG Advisers's BE Position: Q2 2026 in Review

WPG Advisers reduced its Bloom Energy (BE) stake by 67% in Q2 2026, selling an estimated $55.6K and leaving 105 shares worth $31.8K. The position accounts for 0.02% of the portfolio, ranked #426.

WPG Advisers first reported a position in BE in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.6K in Q1 2026. 662 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • WPG Advisers held 105 shares of Bloom Energy worth $31.8K as of Q2 2026.
  • WPG Advisers sold 217 Bloom Energy shares in Q2 2026, an estimated $55.6K.
  • Bloom Energy made up 0.02% of WPG Advisers's portfolio in Q2 2026, its #426 holding.
  • WPG Advisers first reported a position in Bloom Energy in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Bloom Energy position peaked at $43.6K in Q1 2026.
  • 662 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.