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Benjamin Edwards Inc’s Bloom Energy BE Stock Holding History

Benjamin Edwards Inc’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 		$367K Buy
+1,213
New +$311K ﹤0.01% 1152
2021
Q4 		– Sell
-3,406
Closed -$64K – 711
2021
Q3 		$64K Buy
+3,406
New +$72.1K 0.04% 272

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 $3.37T AUM 44.26% 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

Benjamin Edwards Inc's BE Position: Q2 2026 in Review

Benjamin Edwards Inc opened a new position in Bloom Energy (BE) in Q2 2026: 1,213 shares worth $367K. The stake represents ﹤0.01% of the portfolio and ranks #1152 among its holdings. This is a return to the name: Benjamin Edwards Inc previously reported a position in BE as recently as Q3 2021.

Benjamin Edwards Inc first reported a position in BE in Q3 2021 and has held it in 2 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Benjamin Edwards Inc held 1,213 shares of Bloom Energy worth $367K as of Q2 2026.
  • Bloom Energy was a new Benjamin Edwards Inc position in Q2 2026.
  • Bloom Energy made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1152 holding.
  • Benjamin Edwards Inc first reported a position in Bloom Energy in Q3 2021 and has held it in 2 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.