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
2026 Q2	$7.66M	Sell	25,300 -379,600	-94%	-$97.3M	﹤0.01%	1241
2026 Q1	$54.9M	Sell	404,900 -597,000	-60%	-$87.6M	0.02%	530
2025 Q4	$87.1M	Buy	1,001,900 +691,900	+223%	+$72.7M	0.03%	394
2025 Q3	$26.2M	Buy	310,000 +250,000	+417%	+$11.6M	0.01%	694
2025 Q2	$1.44M	Buy	+60,000	New	+$1.16M	﹤0.01%	1726

Other funds holding BE

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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.