Lombard Odier Asset Management (USA)’s Bloom Energy BE Stock Holding History

Lombard Odier Asset Management (USA)’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	-5,510	Closed	-$479K	–	280
2025 Q4	$479K	Sell	5,510 -19,490	-78%	-$2.05M	0.04%	190
2025 Q3	$2.11M	Buy	+25,000	New	+$1.16M	0.14%	122
2024 Q1	–	Sell	-135,000	Closed	-$2M	–	354
2023 Q4	$2M	Sell	135,000 -431,000	-76%	-$5.39M	0.04%	174
2023 Q3	$7.5M	Sell	566,000 -300,000	-35%	-$4.7M	0.17%	112
2023 Q2	$14.2M	Buy	866,000 +481,000	+125%	+$7.77M	0.3%	76
2023 Q1	$7.67M	Buy	385,000 +235,000	+157%	+$5.15M	0.17%	86
2022 Q4	$2.87M	Buy	150,000 +102,558	+216%	+$2.01M	0.07%	152
2022 Q3	$948K	Buy	+47,442	New	+$1.07M	0.03%	221
2021 Q2	–	Sell	-82,500	Closed	-$2.23M	–	296
2021 Q1	$2.23M	Buy	+82,500	New	+$2.69M	0.08%	119
2019 Q4	–	Sell	-69,675	Closed	-$226K	–	230
2019 Q3	$226K	Hold	69,675	–	–	0.02%	236
2019 Q2	$855K	Sell	69,675 -30,000	-30%	-$368K	0.07%	183
2019 Q1	$1.29M	Buy	99,675 +75,000	+304%	+$917K	0.11%	163
2018 Q4	$246K	Buy	24,675 +4,675	+23%	+$90.3K	0.02%	214
2018 Q3	$682K	Buy	+20,000	New	+$559K	0.05%	200

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s BE Position: Q1 2026 in Review

Lombard Odier Asset Management (USA) sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 5,510 shares — an estimated $479K sold.

Lombard Odier Asset Management (USA) first reported a position in BE in Q3 2018 and held it in 14 quarters. The position peaked at $14.2M in Q2 2023. 984 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Lombard Odier Asset Management (USA) reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
Lombard Odier Asset Management (USA) sold 5,510 Bloom Energy shares in Q1 2026, an estimated $479K.
Lombard Odier Asset Management (USA) first reported a position in Bloom Energy in Q3 2018 and held it in 14 quarters.
Lombard Odier Asset Management (USA)'s Bloom Energy position peaked at $14.2M in Q2 2023.
984 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q1 2026, filed 15 May 2026.