B. Metzler seel. Sohn & Co’s Bloom Energy BE Stock Holding History

B. Metzler seel. Sohn & Co’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 Q1	$713K	Hold	5,263	–	–	0.01%	589
2025 Q4	$457K	Buy	+5,263	New	+$553K	﹤0.01%	651
2023 Q1	–	Sell	-10,000	Closed	-$191K	–	732
2022 Q4	$191K	Hold	10,000	–	–	﹤0.01%	707
2022 Q3	$200K	Hold	10,000	–	–	﹤0.01%	711
2022 Q2	$165K	Hold	10,000	–	–	﹤0.01%	712
2022 Q1	$241K	Buy	+10,000	New	+$195K	﹤0.01%	733
2021 Q1	–	Sell	-12,000	Closed	-$341K	–	680
2020 Q4	$341K	Buy	+12,000	New	+$256K	0.01%	582

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

B. Metzler seel. Sohn & Co's BE Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co held its Bloom Energy (BE) position steady in Q1 2026 at 5,263 shares worth $713K. The position accounts for 0.01% of the portfolio, ranked #589.

B. Metzler seel. Sohn & Co first reported a position in BE in Q4 2020 and has held it in 7 quarters since. 981 funds tracked by Wall St. Rank hold BE as of Q1 2026.

B. Metzler seel. Sohn & Co held 5,263 shares of Bloom Energy worth $713K as of Q1 2026.
B. Metzler seel. Sohn & Co left its Bloom Energy share count unchanged in Q1 2026.
Bloom Energy made up 0.01% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #589 holding.
B. Metzler seel. Sohn & Co first reported a position in Bloom Energy in Q4 2020 and has held it in 7 quarters since.
981 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.