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Y-Intercept (HK)’s Bloom Energy BE Stock Holding History

Y-Intercept (HK)’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 		$20.7M Buy
+68,243
New +$17.5M 0.41% 24
2026
Q1 		– Sell
-103,821
Closed -$9.02M – 1558
2025
Q4 		$9.02M Buy
+103,821
New +$10.9M 0.2% 84
2025
Q3 		– Sell
-411,222
Closed -$9.84M – 1577
2025
Q2 		$9.84M Buy
+411,222
New +$7.96M 0.24% 71
2025
Q1 		– Sell
-37,062
Closed -$823K – 1206
2024
Q4 		$823K Buy
+37,062
New +$650K 0.05% 510

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

Y-Intercept (HK)'s BE Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Bloom Energy (BE) in Q2 2026: 68,243 shares worth $20.7M. The stake represents 0.41% of the portfolio and ranks #24 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in BE as recently as Q4 2025.

Y-Intercept (HK) first reported a position in BE in Q4 2024 and has held it in 4 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Y-Intercept (HK) held 68,243 shares of Bloom Energy worth $20.7M as of Q2 2026.
  • Bloom Energy was a new Y-Intercept (HK) position in Q2 2026.
  • Bloom Energy made up 0.41% of Y-Intercept (HK)'s portfolio in Q2 2026, its #24 holding.
  • Y-Intercept (HK) first reported a position in Bloom Energy in Q4 2024 and has held it in 4 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.