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	$1.9M	Sell	14,000 -363,000	-96%	-$53.3M	0.01%	660
2025 Q4	$32.8M	Sell	377,000 -28,900	-7%	-$3.04M	0.17%	114
2025 Q3	$34.3M	Buy	405,900 +61,100	+18%	+$2.84M	0.16%	92
2025 Q2	$8.25M	Buy	+344,800	New	+$6.68M	0.07%	204
2023 Q4	–	Sell	-10,000	Closed	-$133K	–	1700
2023 Q3	$133K	Hold	10,000	–	–	﹤0.01%	1416
2023 Q2	$164K	Buy	+10,000	New	+$162K	﹤0.01%	1464

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Jefferies Financial Group's BE Position: Q1 2026 in Review

Jefferies Financial Group increased its Bloom Energy (BE) stake by 882,300% in Q1 2026, buying an estimated $1.29M and bringing the position to 8,824 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #851.

Jefferies Financial Group first reported a position in BE in Q1 2023 and has held it in 10 quarters since. The position peaked at $28.6M in Q3 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Jefferies Financial Group held 8,824 shares of Bloom Energy worth $1.2M as of Q1 2026.
Jefferies Financial Group bought 8,823 Bloom Energy shares in Q1 2026, an estimated $1.29M.
Bloom Energy made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #851 holding.
Jefferies Financial Group first reported a position in Bloom Energy in Q1 2023 and has held it in 10 quarters since.
Jefferies Financial Group's Bloom Energy position peaked at $28.6M in Q3 2025.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.