Cooper Financial Group
BE icon

Cooper Financial Group’s Bloom Energy BE Stock Holding History

Cooper 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
Q3 		$355K Sell
1,282
-78
-6% -$18.4K 0.03% 313
2026
Q2 		$412K Buy
+1,360
New +$348K 0.03% 293

Other funds holding BE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Cooper Financial Group's BE Position: Q3 2026 in Review

Cooper Financial Group reduced its Bloom Energy (BE) stake by 5.7% in Q3 2026, selling an estimated $18.4K and leaving 1,282 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #313.

Cooper Financial Group first reported a position in BE in Q2 2026 and has held it in 2 quarters since. The position peaked at $412K in Q2 2026. 983 funds tracked by Wall St. Rank hold BE as of Q3 2026.

  • Cooper Financial Group held 1,282 shares of Bloom Energy worth $355K as of Q3 2026.
  • Cooper Financial Group sold 78 Bloom Energy shares in Q3 2026, an estimated $18.4K.
  • Bloom Energy made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #313 holding.
  • Cooper Financial Group first reported a position in Bloom Energy in Q2 2026 and has held it in 2 quarters since.
  • Cooper Financial Group's Bloom Energy position peaked at $412K in Q2 2026.
  • 983 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.