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Laurel Wealth Advisors (North Carolina)’s Bloom Energy BE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-20
Closed -$1.74K – 241
2025
Q4 		$1.74K Buy
+20
New +$2.1K ﹤0.01% 615

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Morgan Stanley
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SA
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BE Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 20 shares — an estimated $1.74K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BE in Q4 2025 and held it in 1 quarter. The position peaked at $1.74K in Q4 2025. 984 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 20 Bloom Energy shares in Q1 2026, an estimated $1.74K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Bloom Energy in Q4 2025 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Bloom Energy position peaked at $1.74K in Q4 2025.
  • 984 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.