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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
Q1 		– Sell
-245,900
Closed -$21.4M – 1753
2025
Q4 		$21.4M Buy
245,900
+6,000
+3% +$630K 0.11% 183
2025
Q3 		$20.3M Buy
239,900
+169,900
+243% +$7.89M 0.1% 148
2025
Q2 		$1.67M Buy
+70,000
New +$1.36M 0.01% 574
2025
Q1 		– Sell
-20,000
Closed -$444K – 1630
2024
Q4 		$444K Buy
+20,000
New +$351K ﹤0.01% 1139

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 $3.38T AUM 44.17% 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

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. 1,286 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.
  • 1,286 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.