Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Bloom Energy BE Stock Holding History

Cambridge Investment Research Advisors’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 		$17M Buy
56,110
+268
+0.5% +$68.7K 0.04% 469
2026
Q1 		$7.57M Buy
55,842
+18,906
+51% +$2.77M 0.02% 744
2025
Q4 		$3.21M Buy
36,936
+375
+1% +$39.4K 0.01% 1175
2025
Q3 		$3.09M Sell
36,561
-12,230
-25% -$568K 0.01% 1201
2025
Q2 		$1.17M Buy
48,791
+24,122
+98% +$467K ﹤0.01% 1829
2025
Q1 		$485K Buy
24,669
+8,743
+55% +$209K ﹤0.01% 2465
2024
Q4 		$354K Sell
15,926
-2,364
-13% -$41.4K ﹤0.01% 2708
2024
Q3 		$193K Buy
18,290
+776
+4% +$9.21K ﹤0.01% 3168
2024
Q2 		$214K Sell
17,514
-417
-2% -$5.32K ﹤0.01% 2975
2024
Q1 		$202K Sell
17,931
-23,572
-57% -$259K ﹤0.01% 3017
2023
Q4 		$614K Buy
41,503
+6,778
+20% +$84.8K ﹤0.01% 2025
2023
Q3 		$460K Buy
34,725
+2,270
+7% +$35.6K ﹤0.01% 2149
2023
Q2 		$531K Sell
32,455
-2,502
-7% -$40.4K ﹤0.01% 2091
2023
Q1 		$697K Buy
34,957
+1,739
+5% +$38.1K ﹤0.01% 1830
2022
Q4 		$635K Buy
33,218
+15,190
+84% +$298K ﹤0.01% 1839
2022
Q3 		$360K Sell
18,028
-1,052
-6% -$23.7K ﹤0.01% 2222
2022
Q2 		$315K Sell
19,080
-10,541
-36% -$193K ﹤0.01% 2338
2022
Q1 		$715K Buy
29,621
+606
+2% +$11.8K ﹤0.01% 1820
2021
Q4 		$636K Buy
29,015
+1,612
+6% +$40.8K ﹤0.01% 1922
2021
Q3 		$513K Buy
27,403
+7,385
+37% +$156K ﹤0.01% 2034
2021
Q2 		$538K Sell
20,018
-1,837
-8% -$44.6K ﹤0.01% 1993
2021
Q1 		$591K Buy
21,855
+9,657
+79% +$315K ﹤0.01% 1777
2020
Q4 		$350K Sell
12,198
-1,205
-9% -$25.7K ﹤0.01% 2017
2020
Q3 		$241K Buy
+13,403
New +$200K ﹤0.01% 2099
2018
Q4 		– Sell
-8,877
Closed -$303K – 2164
2018
Q3 		$303K Buy
+8,877
New +$248K ﹤0.01% 1792

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

Cambridge Investment Research Advisors's BE Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Bloom Energy (BE) stake by 0.48% in Q2 2026, buying an estimated $68.7K and bringing the position to 56,110 shares worth $17M. The position accounts for 0.04% of the portfolio, ranked #469.

Cambridge Investment Research Advisors first reported a position in BE in Q3 2018 and has held it in 25 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Cambridge Investment Research Advisors held 56,110 shares of Bloom Energy worth $17M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 268 Bloom Energy shares in Q2 2026, an estimated $68.7K.
  • Bloom Energy made up 0.04% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #469 holding.
  • Cambridge Investment Research Advisors first reported a position in Bloom Energy in Q3 2018 and has held it in 25 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.