Jones Financial Companies
BE icon

Jones Financial Companies’s Bloom Energy BE Stock Holding History

Jones Financial Companies’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 		$14.9M Buy
59,304
+8,171
+16% +$2.09M 0.01% 774
2026
Q1 		$6.81M Buy
51,133
+38,537
+306% +$5.66M ﹤0.01% 964
2025
Q4 		$1.09M Buy
12,596
+7,975
+173% +$838K ﹤0.01% 1188
2025
Q3 		$325K Buy
4,621
+1,437
+45% +$66.7K ﹤0.01% 1585
2025
Q2 		$70.6K Buy
3,184
+941
+42% +$18.2K ﹤0.01% 2084
2025
Q1 		$45.6K Buy
2,243
+757
+51% +$18.1K ﹤0.01% 2100
2024
Q4 		$33K Buy
1,486
+812
+120% +$14.2K ﹤0.01% 2056
2024
Q3 		$7.21K Buy
+674
New +$8K ﹤0.01% 2335

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

Jones Financial Companies's BE Position: Q2 2026 in Review

Jones Financial Companies increased its Bloom Energy (BE) stake by 16% in Q2 2026, buying an estimated $2.09M and bringing the position to 59,304 shares worth $14.9M. The position accounts for 0.01% of the portfolio, ranked #774.

Jones Financial Companies first reported a position in BE in Q3 2024 and has held it in 8 quarters since. 1,287 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Jones Financial Companies held 59,304 shares of Bloom Energy worth $14.9M as of Q2 2026.
  • Jones Financial Companies bought 8,171 Bloom Energy shares in Q2 2026, an estimated $2.09M.
  • Bloom Energy made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #774 holding.
  • Jones Financial Companies first reported a position in Bloom Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.