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Janney Montgomery Scott’s
Bloom Energy
BE
Stock Holding History
Janney Montgomery Scott’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
$15.7M
Buy
115,891
+69,040
+147%
+$10.1M
0.04%
417
2025
Q4
$4.07M
Sell
46,851
-22,353
-32%
-$2.35M
0.01%
993
2025
Q3
$5.85M
Buy
69,204
+4,072
+6%
+$189K
0.01%
812
2025
Q2
$1.56M
Buy
65,132
+2,252
+4%
+$43.6K
﹤0.01%
1330
2025
Q1
$1.24M
Hold
62,880
–
–
﹤0.01%
1417
2024
Q4
$1.4M
Sell
62,880
-301
-0.5%
-$5.28K
﹤0.01%
1350
2024
Q3
$667K
Sell
63,181
-201,902
-76%
-$2.4M
﹤0.01%
1770
2024
Q2
$3.25M
Buy
265,083
+207,447
+360%
+$2.64M
0.01%
884
2024
Q1
$648K
Sell
57,636
-15,864
-22%
-$174K
﹤0.01%
1786
2023
Q4
$1.09M
Buy
73,500
+19,090
+35%
+$239K
﹤0.01%
1396
2023
Q3
$721K
Buy
54,410
+35,249
+184%
+$553K
﹤0.01%
1533
2023
Q2
$313K
Buy
+19,161
New
+$310K
﹤0.01%
2197
2023
Q1
–
Sell
-19,151
Closed
-$366K
–
2546
2022
Q4
$366K
Buy
19,151
+5,296
+38%
+$104K
﹤0.01%
1970
2022
Q3
$277K
Buy
+13,855
New
+$312K
﹤0.01%
2067
2021
Q1
–
Sell
-9,879
Closed
-$283K
–
2236
2020
Q4
$283K
Sell
9,879
-6,139
-38%
-$131K
﹤0.01%
1915
2020
Q3
$288K
Buy
+16,018
New
+$239K
﹤0.01%
1719
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1-Year Est. Return
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$1.66T AUM
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1-Year Est. Return
SA
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$3.86B AUM
334.5%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Jane Street
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$93.1B AUM
61.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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