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L & S Advisors’s Bloom Energy BE Stock Holding History

L & S Advisors’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 		$4.52M Sell
33,331
-18,743
-36% -$2.75M 0.57% 56
2025
Q4 		$4.52M Sell
52,074
-28,465
-35% -$2.99M 0.42% 68
2025
Q3 		$6.81M Sell
80,539
-27,500
-25% -$1.28M 0.65% 45
2025
Q2 		$2.58M Buy
108,039
+1,449
+1% +$28.1K 0.26% 101
2025
Q1 		$2.1M Sell
106,590
-4,495
-4% -$107K 0.26% 102
2024
Q4 		$2.47M Sell
111,085
-55,150
-33% -$967K 0.27% 99
2024
Q3 		$1.76M Sell
166,235
-1,155
-0.7% -$13.7K 0.18% 131
2024
Q2 		$2.05M Buy
167,390
+617
+0.4% +$7.86K 0.23% 117
2024
Q1 		$1.87M Buy
166,773
+45,908
+38% +$505K 0.21% 130
2023
Q4 		$1.79M Buy
120,865
+18,145
+18% +$227K 0.22% 120
2023
Q3 		$1.36M Sell
102,720
-4,095
-4% -$64.2K 0.2% 127
2023
Q2 		$1.75M Buy
106,815
+24,415
+30% +$395K 0.23% 107
2023
Q1 		$1.64M Sell
82,400
-3,569
-4% -$78.2K 0.23% 112
2022
Q4 		$1.64M Sell
85,969
-4,325
-5% -$84.9K 0.3% 91
2022
Q3 		$1.8M Sell
90,294
-15,126
-14% -$341K 0.32% 80
2022
Q2 		$1.74M Buy
105,420
+9,575
+10% +$175K 0.29% 83
2022
Q1 		$2.31M Sell
95,845
-25,868
-21% -$505K 0.27% 104
2021
Q4 		$2.67M Sell
121,713
-656
-0.5% -$16.6K 0.29% 105
2021
Q3 		$2.29M Buy
122,369
+7,704
+7% +$163K 0.25% 120
2021
Q2 		$3.08M Buy
114,665
+20,537
+22% +$498K 0.33% 91
2021
Q1 		$2.55M Buy
94,128
+19,735
+27% +$644K 0.29% 115
2020
Q4 		$2.13M Buy
+74,393
New +$1.59M 0.25% 140

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

L & S Advisors's BE Position: Q1 2026 in Review

L & S Advisors reduced its Bloom Energy (BE) stake by 36% in Q1 2026, selling an estimated $2.75M and leaving 33,331 shares worth $4.52M. The position accounts for 0.57% of the portfolio, ranked #56.

L & S Advisors first reported a position in BE in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.81M in Q3 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • L & S Advisors held 33,331 shares of Bloom Energy worth $4.52M as of Q1 2026.
  • L & S Advisors sold 18,743 Bloom Energy shares in Q1 2026, an estimated $2.75M.
  • Bloom Energy made up 0.57% of L & S Advisors's portfolio in Q1 2026, its #56 holding.
  • L & S Advisors first reported a position in Bloom Energy in Q4 2020 and has held it in 22 quarters since.
  • L & S Advisors's Bloom Energy position peaked at $6.81M in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.