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Hazlett, Burt & Watson’s Bloom Energy BE Stock Holding History

Hazlett, Burt & Watson’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 		$7K Hold
52
– – ﹤0.01% 732
2025
Q4 		$4K Buy
52
+13
+33% +$1.37K ﹤0.01% 792
2025
Q3 		$3K Buy
+39
New +$1.81K ﹤0.01% 772
2023
Q2 		– Sell
-6
Closed – – 670
2023
Q1 		$0 Buy
+6
New +$131 ﹤0.01% 617

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

Hazlett, Burt & Watson's BE Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Bloom Energy (BE) position steady in Q1 2026 at 52 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Hazlett, Burt & Watson first reported a position in BE in Q1 2023 and has held it in 4 quarters since. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Hazlett, Burt & Watson held 52 shares of Bloom Energy worth $7K as of Q1 2026.
  • Hazlett, Burt & Watson left its Bloom Energy share count unchanged in Q1 2026.
  • Bloom Energy made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #732 holding.
  • Hazlett, Burt & Watson first reported a position in Bloom Energy in Q1 2023 and has held it in 4 quarters since.
  • 979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.