Bailard’s Bloom Energy BE Stock Holding History

Bailard’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	–	Sell	-6,981	Closed	-$607K	–	750
2025 Q4	$607K	Buy	+6,981	New	+$734K	0.01%	432
2025 Q3	–	Sell	-57,550	Closed	-$1.38M	–	791
2025 Q2	$1.38M	Hold	57,550	–	–	0.03%	284
2025 Q1	$1.13M	Hold	57,550	–	–	0.03%	288
2024 Q4	$1.28M	Buy	+57,550	New	+$1.01M	0.03%	271
2024 Q1	–	Sell	-51,640	Closed	-$764K	–	737
2023 Q4	$764K	Hold	51,640	–	–	0.02%	340
2023 Q3	$685K	Sell	51,640 -1,305	-2%	-$20.5K	0.02%	337
2023 Q2	$866K	Sell	52,945 -1,860	-3%	-$30.1K	0.03%	286
2023 Q1	$1.09M	Hold	54,805	–	–	0.04%	256
2022 Q4	$1.05M	Sell	54,805 -1,565	-3%	-$30.7K	0.04%	259
2022 Q3	$1.13M	Hold	56,370	–	–	0.05%	232
2022 Q2	$930K	Sell	56,370 -4,600	-8%	-$84.2K	0.04%	257
2022 Q1	$1.47M	Buy	60,970 +4,600	+8%	+$89.9K	0.05%	225
2021 Q4	$1.24M	Hold	56,370	–	–	0.04%	244
2021 Q3	$1.05M	Hold	56,370	–	–	0.04%	264
2021 Q2	$1.51M	Hold	56,370	–	–	0.05%	234
2021 Q1	$1.52M	Buy	+56,370	New	+$1.84M	0.06%	222

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Bailard's BE Position: Q1 2026 in Review

Bailard sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 6,981 shares — an estimated $607K sold.

Bailard first reported a position in BE in Q1 2021 and held it in 16 quarters. The position peaked at $1.52M in Q1 2021. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Bailard reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
Bailard sold 6,981 Bloom Energy shares in Q1 2026, an estimated $607K.
Bailard first reported a position in Bloom Energy in Q1 2021 and held it in 16 quarters.
Bailard's Bloom Energy position peaked at $1.52M in Q1 2021.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.