Jefferies Financial Group’s Bloom Energy BE Stock Holding History

Jefferies Financial Group’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	$3.11M	Buy	10,278 +1,454	+16%	+$373K	0.02%	528
2026 Q1	$1.2M	Buy	8,824 +8,823	+882,300%	+$1.29M	0.01%	851
2025 Q4	$87	Sell	1 -338,749	-100%	-$35.6M	﹤0.01%	1823
2025 Q3	$28.6M	Buy	338,750 +335,750	+11,192%	+$15.6M	0.14%	112
2025 Q2	$71.8K	Sell	3,000 -113,932	-97%	-$2.21M	﹤0.01%	1188
2025 Q1	$2.3M	Buy	+116,932	New	+$2.79M	0.02%	523
2024 Q3	–	Sell	-50,000	Closed	-$612K	–	1447
2024 Q2	$612K	Sell	50,000 -22,250	-31%	-$284K	0.01%	901
2024 Q1	$812K	Buy	+72,250	New	+$794K	0.01%	895
2023 Q4	–	Sell	-82,070	Closed	-$1.09M	–	1699
2023 Q3	$1.09M	Sell	82,070 -161,043	-66%	-$2.52M	0.01%	807
2023 Q2	$3.97M	Buy	243,113 +228,569	+1,572%	+$3.69M	0.04%	412
2023 Q1	$290K	Buy	+14,544	New	+$318K	﹤0.01%	1248

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Jefferies Financial Group's BE Position: Q2 2026 in Review

Jefferies Financial Group increased its Bloom Energy (BE) stake by 16% in Q2 2026, buying an estimated $373K and bringing the position to 10,278 shares worth $3.11M. The position accounts for 0.02% of the portfolio, ranked #528.

Jefferies Financial Group first reported a position in BE in Q1 2023 and has held it in 11 quarters since. The position peaked at $28.6M in Q3 2025. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Jefferies Financial Group held 10,278 shares of Bloom Energy worth $3.11M as of Q2 2026.
Jefferies Financial Group bought 1,454 Bloom Energy shares in Q2 2026, an estimated $373K.
Bloom Energy made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #528 holding.
Jefferies Financial Group first reported a position in Bloom Energy in Q1 2023 and has held it in 11 quarters since.
Jefferies Financial Group's Bloom Energy position peaked at $28.6M in Q3 2025.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.