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Bedell Frazier Investment Counselling’s Bloom Energy BE Stock Holding History

Bedell Frazier Investment Counselling’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 		$498K Sell
3,678
-692
-16% -$102K 0.1% 87
2025
Q4 		$380K Buy
4,370
+204
+5% +$21.4K 0.07% 105
2025
Q3 		$352K Sell
4,166
-5,198
-56% -$241K 0.07% 102
2025
Q2 		$224K Buy
+9,364
New +$181K 0.06% 104

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bedell Frazier Investment Counselling's BE Position: Q1 2026 in Review

Bedell Frazier Investment Counselling reduced its Bloom Energy (BE) stake by 16% in Q1 2026, selling an estimated $102K and leaving 3,678 shares worth $498K. The position accounts for 0.1% of the portfolio, ranked #87.

Bedell Frazier Investment Counselling first reported a position in BE in Q2 2025 and has held it in 4 quarters since. 981 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Bedell Frazier Investment Counselling held 3,678 shares of Bloom Energy worth $498K as of Q1 2026.
  • Bedell Frazier Investment Counselling sold 692 Bloom Energy shares in Q1 2026, an estimated $102K.
  • Bloom Energy made up 0.1% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #87 holding.
  • Bedell Frazier Investment Counselling first reported a position in Bloom Energy in Q2 2025 and has held it in 4 quarters since.
  • 981 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.