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Xponance’s Bloom Energy BE Stock Holding History

Xponance’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 		$18.4M Buy
60,904
+26,530
+77% +$6.8M 0.11% 136
2026
Q1 		$4.66M Buy
34,374
+4,495
+15% +$660K 0.03% 373
2025
Q4 		$2.6M Buy
29,879
+13,053
+78% +$1.37M 0.02% 490
2025
Q3 		$1.42M Buy
16,826
+762
+5% +$35.4K 0.01% 622
2025
Q2 		$384K Buy
16,064
+580
+4% +$11.2K ﹤0.01% 1047
2025
Q1 		$304K Buy
15,484
+935
+6% +$22.3K ﹤0.01% 1101
2024
Q4 		$323K Buy
14,549
+1,607
+12% +$28.2K ﹤0.01% 1103
2024
Q3 		$137K Buy
12,942
+400
+3% +$4.75K ﹤0.01% 1290
2024
Q2 		$154K Buy
12,542
+903
+8% +$11.5K ﹤0.01% 1207
2024
Q1 		$131K Hold
11,639
– – ﹤0.01% 1224
2023
Q4 		$172K Buy
11,639
+192
+2% +$2.4K ﹤0.01% 1175
2023
Q3 		$152K Buy
11,447
+85
+0.7% +$1.33K ﹤0.01% 1141
2023
Q2 		$186K Buy
11,362
+966
+9% +$15.6K ﹤0.01% 1150
2023
Q1 		$207K Buy
10,396
+100
+1% +$2.19K ﹤0.01% 1122
2022
Q4 		$197K Buy
+10,296
New +$202K ﹤0.01% 1122
2021
Q3 		– Sell
-7,625
Closed -$205K – 1182
2021
Q2 		$205K Buy
+7,625
New +$185K ﹤0.01% 1183

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

Xponance's BE Position: Q2 2026 in Review

Xponance increased its Bloom Energy (BE) stake by 77% in Q2 2026, buying an estimated $6.8M and bringing the position to 60,904 shares worth $18.4M. The position accounts for 0.11% of the portfolio, ranked #136.

Xponance first reported a position in BE in Q2 2021 and has held it in 16 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Xponance held 60,904 shares of Bloom Energy worth $18.4M as of Q2 2026.
  • Xponance bought 26,530 Bloom Energy shares in Q2 2026, an estimated $6.8M.
  • Bloom Energy made up 0.11% of Xponance's portfolio in Q2 2026, its #136 holding.
  • Xponance first reported a position in Bloom Energy in Q2 2021 and has held it in 16 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.