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 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 $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

Bank of Montreal's BE Position: Q1 2026 in Review

Bank of Montreal increased its Bloom Energy (BE) stake by 7.4% in Q1 2026, buying an estimated $8.87M and bringing the position to 877,880 shares worth $119M. The position accounts for 0.04% of the portfolio, ranked #328.

Bank of Montreal first reported a position in BE in Q3 2018 and has held it in 31 quarters since. 981 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Bank of Montreal held 877,880 shares of Bloom Energy worth $119M as of Q1 2026.
Bank of Montreal bought 60,411 Bloom Energy shares in Q1 2026, an estimated $8.87M.
Bloom Energy made up 0.04% of Bank of Montreal's portfolio in Q1 2026, its #328 holding.
Bank of Montreal first reported a position in Bloom Energy in Q3 2018 and has held it in 31 quarters since.
981 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.