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Citizens Financial Group’s Bloom Energy BE Stock Holding History

Citizens Financial Group’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 		$1.36M Sell
4,500
-913
-17% -$234K 0.02% 370
2026
Q1 		$733K Sell
5,413
-175
-3% -$25.7K 0.01% 452
2025
Q4 		$486K Buy
+5,588
New +$587K 0.01% 548
2020
Q3 		– Sell
-719
Closed -$8K – 315
2020
Q2 		$8K Buy
+719
New +$5.62K ﹤0.01% 796

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

Citizens Financial Group's BE Position: Q2 2026 in Review

Citizens Financial Group reduced its Bloom Energy (BE) stake by 17% in Q2 2026, selling an estimated $234K and leaving 4,500 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #370.

Citizens Financial Group first reported a position in BE in Q2 2020 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Citizens Financial Group held 4,500 shares of Bloom Energy worth $1.36M as of Q2 2026.
  • Citizens Financial Group sold 913 Bloom Energy shares in Q2 2026, an estimated $234K.
  • Bloom Energy made up 0.02% of Citizens Financial Group's portfolio in Q2 2026, its #370 holding.
  • Citizens Financial Group first reported a position in Bloom Energy in Q2 2020 and has held it in 4 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.