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D.A. Davidson & Co’s Bloom Energy BE Stock Holding History

D.A. Davidson & Co’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 		$857K Buy
2,831
+176
+7% +$45.1K ﹤0.01% 1014
2026
Q1 		$360K Buy
2,655
+75
+3% +$11K ﹤0.01% 1289
2025
Q4 		$224K Sell
2,580
-7,045
-73% -$740K ﹤0.01% 1427
2025
Q3 		$814K Buy
9,625
+850
+10% +$39.5K 0.01% 946
2025
Q2 		$210K Buy
+8,775
New +$170K ﹤0.01% 1345

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

D.A. Davidson & Co's BE Position: Q2 2026 in Review

D.A. Davidson & Co increased its Bloom Energy (BE) stake by 6.6% in Q2 2026, buying an estimated $45.1K and bringing the position to 2,831 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

D.A. Davidson & Co first reported a position in BE in Q2 2025 and has held it in 5 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • D.A. Davidson & Co held 2,831 shares of Bloom Energy worth $857K as of Q2 2026.
  • D.A. Davidson & Co bought 176 Bloom Energy shares in Q2 2026, an estimated $45.1K.
  • Bloom Energy made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1014 holding.
  • D.A. Davidson & Co first reported a position in Bloom Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.