Cetera Investment Advisers’s Bloom Energy BE Stock Holding History

Cetera Investment Advisers’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	$1.2K	Buy	+100	New	+$14.7K	﹤0.01%	4755

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Cetera Investment Advisers's BE Position: Q1 2026 in Review

Cetera Investment Advisers increased its Bloom Energy (BE) stake by 71% in Q1 2026, buying an estimated $9.21M and bringing the position to 150,972 shares worth $20.5M. The position accounts for 0.02% of the portfolio, ranked #670.

Cetera Investment Advisers first reported a position in BE in Q4 2020 and has held it in 21 quarters since. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Cetera Investment Advisers held 150,972 shares of Bloom Energy worth $20.5M as of Q1 2026.
Cetera Investment Advisers bought 62,729 Bloom Energy shares in Q1 2026, an estimated $9.21M.
Bloom Energy made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #670 holding.
Cetera Investment Advisers first reported a position in Bloom Energy in Q4 2020 and has held it in 21 quarters since.
979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.