Baird Financial Group’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37.8M | Sell |
279,293
-45,887
| -14% | -$6.73M | 0.06% | 221 |
|
|
2025
Q4 | $28.3M | Sell |
325,180
-73,154
| -18% | -$7.69M | 0.04% | 281 |
|
|
2025
Q3 | $33.7M | Buy |
398,334
+6,864
| +2% | +$319K | 0.05% | 254 |
|
|
2025
Q2 | $9.36M | Sell |
391,470
-44,470
| -10% | -$861K | 0.02% | 539 |
|
|
2025
Q1 | $8.57M | Sell |
435,940
-15,279
| -3% | -$365K | 0.02% | 539 |
|
|
2024
Q4 | $10M | Buy |
451,219
+21,588
| +5% | +$378K | 0.02% | 506 |
|
|
2024
Q3 | $4.54M | Sell |
429,631
-3,914
| -0.9% | -$46.4K | 0.01% | 704 |
|
|
2024
Q2 | $5.31M | Buy |
433,545
+19,864
| +5% | +$253K | 0.01% | 648 |
|
|
2024
Q1 | $4.65M | Buy |
413,681
+594
| +0.1% | +$6.53K | 0.01% | 683 |
|
|
2023
Q4 | $6.11M | Sell |
413,087
-37,400
| -8% | -$468K | 0.01% | 601 |
|
|
2023
Q3 | $5.97M | Sell |
450,487
-35,385
| -7% | -$555K | 0.02% | 574 |
|
|
2023
Q2 | $7.94M | Sell |
485,872
-17,785
| -4% | -$287K | 0.02% | 498 |
|
|
2023
Q1 | $10M | Sell |
503,657
-99,703
| -17% | -$2.18M | 0.02% | 430 |
|
|
2022
Q4 | $11.5M | Buy |
603,360
+10,889
| +2% | +$214K | 0.03% | 402 |
|
|
2022
Q3 | $11.8M | Buy |
592,471
+5,242
| +0.9% | +$118K | 0.03% | 384 |
|
|
2022
Q2 | $9.69M | Sell |
587,229
-15,499
| -3% | -$284K | 0.03% | 444 |
|
|
2022
Q1 | $14.6M | Buy |
602,728
+141,738
| +31% | +$2.77M | 0.04% | 373 |
|
|
2021
Q4 | $10.1M | Sell |
460,990
-20,043
| -4% | -$507K | 0.02% | 432 |
|
|
2021
Q3 | $9.01M | Buy |
481,033
+28,466
| +6% | +$602K | 0.02% | 450 |
|
|
2021
Q2 | $12.2M | Buy |
452,567
+8,334
| +2% | +$202K | 0.03% | 380 |
|
|
2021
Q1 | $12M | Buy |
444,233
+62,749
| +16% | +$2.05M | 0.03% | 371 |
|
|
2020
Q4 | $10.9M | Sell |
381,484
-40,948
| -10% | -$874K | 0.03% | 372 |
|
|
2020
Q3 | $7.59M | Buy |
422,432
+145,617
| +53% | +$2.17M | 0.03% | 409 |
|
|
2020
Q2 | $3.01M | Buy |
276,815
+44,117
| +19% | +$345K | 0.01% | 619 |
|
|
2020
Q1 | $1.22M | Buy |
232,698
+151,563
| +187% | +$1.29M | 0.01% | 834 |
|
|
2019
Q4 | $606K | Sell |
81,135
-144,465
| -64% | -$700K | ﹤0.01% | 1115 |
|
|
2019
Q3 | $733K | Buy |
225,600
+71,466
| +46% | +$534K | ﹤0.01% | 1067 |
|
|
2019
Q2 | $1.89M | Buy |
154,134
+45,126
| +41% | +$554K | 0.01% | 799 |
|
|
2019
Q1 | $1.41M | Buy |
109,008
+74,457
| +215% | +$910K | 0.01% | 763 |
|
|
2018
Q4 | $345K | Buy |
+34,551
| New | +$667K | ﹤0.01% | 1073 |
|
Other funds holding BE
VPM
VCM
SA
Baird Financial Group's BE Position: Q1 2026 in Review
Baird Financial Group reduced its Bloom Energy (BE) stake by 14% in Q1 2026, selling an estimated $6.73M and leaving 279,293 shares worth $37.8M. The position accounts for 0.06% of the portfolio, ranked #221.
Baird Financial Group first reported a position in BE in Q4 2018 and has held it in 30 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.
- Baird Financial Group held 279,293 shares of Bloom Energy worth $37.8M as of Q1 2026.
- Baird Financial Group sold 45,887 Bloom Energy shares in Q1 2026, an estimated $6.73M.
- Bloom Energy made up 0.06% of Baird Financial Group's portfolio in Q1 2026, its #221 holding.
- Baird Financial Group first reported a position in Bloom Energy in Q4 2018 and has held it in 30 quarters since.
- 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.
Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.