Charles Schwab’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $501M | Sell |
1,655,371
-410,155
| -20% | -$105M | 0.07% | 235 |
|
|
2026
Q1 | $280M | Buy |
2,065,526
+220,965
| +12% | +$32.4M | 0.04% | 325 |
|
|
2025
Q4 | $160M | Buy |
1,844,561
+50,323
| +3% | +$5.29M | 0.02% | 497 |
|
|
2025
Q3 | $152M | Buy |
1,794,238
+46,497
| +3% | +$2.16M | 0.02% | 508 |
|
|
2025
Q2 | $41.8M | Buy |
1,747,741
+126,453
| +8% | +$2.45M | 0.01% | 1209 |
|
|
2025
Q1 | $31.9M | Sell |
1,621,288
-32,799
| -2% | -$783K | 0.01% | 1368 |
|
|
2024
Q4 | $36.7M | Buy |
1,654,087
+10,265
| +0.6% | +$180K | 0.01% | 1341 |
|
|
2024
Q3 | $17.4M | Sell |
1,643,822
-42,002
| -2% | -$498K | ﹤0.01% | 1774 |
|
|
2024
Q2 | $20.6M | Buy |
1,685,824
+46,113
| +3% | +$588K | ﹤0.01% | 1666 |
|
|
2024
Q1 | $18.4M | Buy |
1,639,711
+35,604
| +2% | +$391K | ﹤0.01% | 1661 |
|
|
2023
Q4 | $23.7M | Buy |
1,604,107
+25,437
| +2% | +$318K | 0.01% | 1482 |
|
|
2023
Q3 | $20.9M | Buy |
1,578,670
+113,430
| +8% | +$1.78M | 0.01% | 1482 |
|
|
2023
Q2 | $24M | Buy |
1,465,240
+58,067
| +4% | +$938K | 0.01% | 1366 |
|
|
2023
Q1 | $28M | Sell |
1,407,173
-191
| -0% | -$4.18K | 0.01% | 1210 |
|
|
2022
Q4 | $26.9M | Buy |
1,407,364
+57,029
| +4% | +$1.12M | 0.01% | 1215 |
|
|
2022
Q3 | $27M | Buy |
1,350,335
+199,464
| +17% | +$4.49M | 0.01% | 1170 |
|
|
2022
Q2 | $19M | Buy |
1,150,871
+88,022
| +8% | +$1.61M | 0.01% | 1447 |
|
|
2022
Q1 | $25.7M | Buy |
1,062,849
+27,186
| +3% | +$531K | 0.01% | 1343 |
|
|
2021
Q4 | $22.7M | Buy |
1,035,663
+32,171
| +3% | +$814K | 0.01% | 1487 |
|
|
2021
Q3 | $18.8M | Buy |
1,003,492
+80,997
| +9% | +$1.71M | 0.01% | 1642 |
|
|
2021
Q2 | $24.8M | Buy |
922,495
+123,817
| +16% | +$3M | 0.01% | 1414 |
|
|
2021
Q1 | $21.6M | Buy |
798,678
+89,124
| +13% | +$2.91M | 0.01% | 1472 |
|
|
2020
Q4 | $20.3M | Buy |
709,554
+159,413
| +29% | +$3.4M | 0.01% | 1395 |
|
|
2020
Q3 | $9.89M | Buy |
550,141
+360,625
| +190% | +$5.38M | ﹤0.01% | 1706 |
|
|
2020
Q2 | $2.06M | Buy |
189,516
+63,613
| +51% | +$497K | ﹤0.01% | 2416 |
|
|
2020
Q1 | $659K | Buy |
125,903
+15
| +0% | +$127 | ﹤0.01% | 2612 |
|
|
2019
Q4 | $941K | Buy |
125,888
+5,032
| +4% | +$24.4K | ﹤0.01% | 2617 |
|
|
2019
Q3 | $393K | Hold |
120,856
| – | – | ﹤0.01% | 2893 |
|
|
2019
Q2 | $1.48M | Buy |
+120,856
| New | +$1.48M | ﹤0.01% | 2460 |
|
|
2018
Q4 | – | Sell |
-6,100
| Closed | -$208K | – | 3146 |
|
|
2018
Q3 | $208K | Buy |
+6,100
| New | +$171K | ﹤0.01% | 3072 |
|
Other funds holding BE
SA
VARA
Charles Schwab's BE Position: Q2 2026 in Review
Charles Schwab reduced its Bloom Energy (BE) stake by 20% in Q2 2026, selling an estimated $105M and leaving 1,655,371 shares worth $501M. The position accounts for 0.07% of the portfolio, ranked #235.
Charles Schwab first reported a position in BE in Q3 2018 and has held it in 30 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.
- Charles Schwab held 1,655,371 shares of Bloom Energy worth $501M as of Q2 2026.
- Charles Schwab sold 410,155 Bloom Energy shares in Q2 2026, an estimated $105M.
- Bloom Energy made up 0.07% of Charles Schwab's portfolio in Q2 2026, its #235 holding.
- Charles Schwab first reported a position in Bloom Energy in Q3 2018 and has held it in 30 quarters since.
- 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.