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Crossmark Global Holdings’s Bloom Energy BE Stock Holding History

Crossmark Global Holdings’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 		$565K Buy
+1,865
New +$478K 0.01% 831
2024
Q1 		– Sell
-12,834
Closed -$190K – 1328
2023
Q4 		$190K Buy
12,834
+1,985
+18% +$24.8K ﹤0.01% 1260
2023
Q3 		$124K Buy
10,849
+481
+5% +$7.54K ﹤0.01% 1233
2023
Q2 		$180K Buy
10,368
+23
+0.2% +$372 ﹤0.01% 1260
2023
Q1 		$206K Buy
10,345
+2
+0% +$44 ﹤0.01% 1216
2022
Q4 		$198K Buy
10,343
+37
+0.4% +$727 ﹤0.01% 1201
2022
Q3 		$206K Sell
10,306
-240
-2% -$5.41K 0.01% 1162
2022
Q2 		$174K Sell
10,546
-1,400
-12% -$25.6K ﹤0.01% 1228
2022
Q1 		$288K Buy
11,946
+450
+4% +$8.79K 0.01% 1154
2021
Q4 		$252K Buy
+11,496
New +$291K 0.01% 1234

Other funds holding BE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Crossmark Global Holdings's BE Position: Q2 2026 in Review

Crossmark Global Holdings opened a new position in Bloom Energy (BE) in Q2 2026: 1,865 shares worth $565K. The stake represents 0.01% of the portfolio and ranks #831 among its holdings. This is a return to the name: Crossmark Global Holdings previously reported a position in BE as recently as Q4 2023.

Crossmark Global Holdings first reported a position in BE in Q4 2021 and has held it in 10 quarters since. 154 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Crossmark Global Holdings held 1,865 shares of Bloom Energy worth $565K as of Q2 2026.
  • Bloom Energy was a new Crossmark Global Holdings position in Q2 2026.
  • Bloom Energy made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #831 holding.
  • Crossmark Global Holdings first reported a position in Bloom Energy in Q4 2021 and has held it in 10 quarters since.
  • 154 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.