EH
BE icon

Equitable Holdings’s Bloom Energy BE Stock Holding History

Equitable 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
Q1 		$432K Buy
4,040
+1,393
+53% +$204K ﹤0.01% 1310
2025
Q4 		$230K Sell
2,647
-313
-11% -$32.9K ﹤0.01% 1452
2025
Q3 		$250K Buy
+2,960
New +$137K ﹤0.01% 1356
2024
Q4 		– Sell
-11,462
Closed -$121K – 1269
2024
Q3 		$121K Hold
11,462
– – ﹤0.01% 1223
2024
Q2 		$140K Hold
11,462
– – ﹤0.01% 1162
2024
Q1 		$129K Sell
11,462
-16,140
-58% -$177K ﹤0.01% 1120
2023
Q4 		$409K Buy
27,602
+3,411
+14% +$42.7K 0.01% 838
2023
Q3 		$321K Buy
+24,191
New +$379K ﹤0.01% 851

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Equitable Holdings's BE Position: Q1 2026 in Review

Equitable Holdings increased its Bloom Energy (BE) stake by 53% in Q1 2026, buying an estimated $204K and bringing the position to 4,040 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Equitable Holdings first reported a position in BE in Q3 2023 and has held it in 8 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Equitable Holdings held 4,040 shares of Bloom Energy worth $432K as of Q1 2026.
  • Equitable Holdings bought 1,393 Bloom Energy shares in Q1 2026, an estimated $204K.
  • Bloom Energy made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1310 holding.
  • Equitable Holdings first reported a position in Bloom Energy in Q3 2023 and has held it in 8 quarters since.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.