ZIM
BE icon

Zacks Investment Management’s Bloom Energy BE Stock Holding History

Zacks Investment 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 		$7.64M Buy
25,226
+674
+3% +$173K 0.05% 200
2026
Q1 		$3.33M Buy
24,552
+2,064
+9% +$303K 0.03% 281
2025
Q4 		$1.95M Buy
22,488
+15,740
+233% +$1.65M 0.02% 347
2025
Q3 		$571K Buy
+6,748
New +$313K ﹤0.01% 471

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

Zacks Investment Management's BE Position: Q2 2026 in Review

Zacks Investment Management increased its Bloom Energy (BE) stake by 2.7% in Q2 2026, buying an estimated $173K and bringing the position to 25,226 shares worth $7.64M. The position accounts for 0.05% of the portfolio, ranked #200.

Zacks Investment Management first reported a position in BE in Q3 2025 and has held it in 4 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Zacks Investment Management held 25,226 shares of Bloom Energy worth $7.64M as of Q2 2026.
  • Zacks Investment Management bought 674 Bloom Energy shares in Q2 2026, an estimated $173K.
  • Bloom Energy made up 0.05% of Zacks Investment Management's portfolio in Q2 2026, its #200 holding.
  • Zacks Investment Management first reported a position in Bloom Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.