Benjamin F. Edwards & Company’s Bloom Energy BE Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$1K	Buy	+57	New	+$727	﹤0.01%	2079
2023 Q4	–	Sell	-401	Closed	-$5K	–	2085
2023 Q3	$5K	Buy	+401	New	+$6.29K	﹤0.01%	1541
2023 Q2	–	Sell	-200	Closed	-$4K	–	1759
2023 Q1	$4K	Hold	200	–	–	﹤0.01%	1576
2022 Q4	$4K	Hold	200	–	–	﹤0.01%	1606
2022 Q3	$4K	Sell	200 -500	-71%	-$11.3K	﹤0.01%	1584
2022 Q2	$12K	Hold	700	–	–	﹤0.01%	1333
2022 Q1	$17K	Hold	700	–	–	﹤0.01%	1260
2021 Q4	$15K	Sell	700 -1,600	-70%	-$40.5K	﹤0.01%	1293
2021 Q3	$43K	Sell	2,300 -700	-23%	-$14.8K	﹤0.01%	1062
2021 Q2	$81K	Buy	+3,000	New	+$72.8K	﹤0.01%	893

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Benjamin F. Edwards & Company's BE Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in Bloom Energy (BE) in Q2 2024: 57 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2079 among its holdings. This is a return to the name: Benjamin F. Edwards & Company previously reported a position in BE as recently as Q3 2023.

Benjamin F. Edwards & Company first reported a position in BE in Q2 2021 and has held it in 10 quarters since. The position peaked at $81K in Q2 2021. 315 funds tracked by Wall St. Rank hold BE as of Q2 2024.

Benjamin F. Edwards & Company held 57 shares of Bloom Energy worth $1K as of Q2 2024.
Bloom Energy was a new Benjamin F. Edwards & Company position in Q2 2024.
Bloom Energy made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2079 holding.
Benjamin F. Edwards & Company first reported a position in Bloom Energy in Q2 2021 and has held it in 10 quarters since.
Benjamin F. Edwards & Company's Bloom Energy position peaked at $81K in Q2 2021.
315 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.