Janney Montgomery Scott
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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
Q2 		$34.2M Sell
112,844
-3,047
-3% -$781K 0.07% 289
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

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

Janney Montgomery Scott's BE Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Bloom Energy (BE) stake by 2.6% in Q2 2026, selling an estimated $781K and leaving 112,844 shares worth $34.2M. The position accounts for 0.07% of the portfolio, ranked #289.

Janney Montgomery Scott first reported a position in BE in Q3 2020 and has held it in 17 quarters since. 1,283 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Janney Montgomery Scott held 112,844 shares of Bloom Energy worth $34.2M as of Q2 2026.
  • Janney Montgomery Scott sold 3,047 Bloom Energy shares in Q2 2026, an estimated $781K.
  • Bloom Energy made up 0.07% of Janney Montgomery Scott's portfolio in Q2 2026, its #289 holding.
  • Janney Montgomery Scott first reported a position in Bloom Energy in Q3 2020 and has held it in 17 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.