Bank of Montreal
BE icon

Bank of Montreal’s Bloom Energy BE Stock Holding History

Bank of Montreal’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
2019
Q3 		– Sell
-50,000
Closed -$614K – 4723
2019
Q2 		$614K Buy
+50,000
New +$613K ﹤0.01% 2305

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 $3.38T AUM 44.17% 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

Bank of Montreal's BE Position: Q2 2026 in Review

Bank of Montreal reduced its Bloom Energy (BE) stake by 59% in Q2 2026, selling an estimated $132M and leaving 362,908 shares worth $110M. The position accounts for 0.04% of the portfolio, ranked #373.

Bank of Montreal first reported a position in BE in Q3 2018 and has held it in 32 quarters since. The position peaked at $119M in Q1 2026. 1,286 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Bank of Montreal held 362,908 shares of Bloom Energy worth $110M as of Q2 2026.
  • Bank of Montreal sold 514,972 Bloom Energy shares in Q2 2026, an estimated $132M.
  • Bloom Energy made up 0.04% of Bank of Montreal's portfolio in Q2 2026, its #373 holding.
  • Bank of Montreal first reported a position in Bloom Energy in Q3 2018 and has held it in 32 quarters since.
  • Bank of Montreal's Bloom Energy position peaked at $119M in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.