LPL Financial’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $132M | Buy |
435,088
+54,373
| +14% | +$13.9M | 0.03% | 532 |
|
|
2026
Q1 | $51.6M | Buy |
380,715
+123,642
| +48% | +$18.1M | 0.01% | 901 |
|
|
2025
Q4 | $22.3M | Buy |
257,073
+40,131
| +18% | +$4.22M | 0.01% | 1345 |
|
|
2025
Q3 | $18.3M | Buy |
216,942
+49,673
| +30% | +$2.31M | 0.01% | 1422 |
|
|
2025
Q2 | $4M | Buy |
167,269
+45,958
| +38% | +$890K | ﹤0.01% | 2495 |
|
|
2025
Q1 | $2.38M | Sell |
121,311
-56,758
| -32% | -$1.36M | ﹤0.01% | 2782 |
|
|
2024
Q4 | $3.95M | Sell |
178,069
-41,104
| -19% | -$720K | ﹤0.01% | 2261 |
|
|
2024
Q3 | $2.31M | Buy |
219,173
+136,815
| +166% | +$1.62M | ﹤0.01% | 2583 |
|
|
2024
Q2 | $1.01M | Buy |
82,358
+27,653
| +51% | +$352K | ﹤0.01% | 3250 |
|
|
2024
Q1 | $615K | Sell |
54,705
-2,157
| -4% | -$23.7K | ﹤0.01% | 3600 |
|
|
2023
Q4 | $842K | Sell |
56,862
-17,500
| -24% | -$219K | ﹤0.01% | 3194 |
|
|
2023
Q3 | $986K | Buy |
74,362
+12,773
| +21% | +$200K | ﹤0.01% | 2899 |
|
|
2023
Q2 | $1.01M | Buy |
61,589
+5,188
| +9% | +$83.8K | ﹤0.01% | 2821 |
|
|
2023
Q1 | $1.12M | Buy |
56,401
+3,856
| +7% | +$84.4K | ﹤0.01% | 2667 |
|
|
2022
Q4 | $1M | Sell |
52,545
-15,486
| -23% | -$304K | ﹤0.01% | 2647 |
|
|
2022
Q3 | $1.36M | Buy |
68,031
+10,338
| +18% | +$233K | ﹤0.01% | 2293 |
|
|
2022
Q2 | $952K | Sell |
57,693
-5,385
| -9% | -$98.6K | ﹤0.01% | 2611 |
|
|
2022
Q1 | $1.52M | Buy |
63,078
+7,735
| +14% | +$151K | ﹤0.01% | 2252 |
|
|
2021
Q4 | $1.21M | Buy |
55,343
+4,205
| +8% | +$106K | ﹤0.01% | 2486 |
|
|
2021
Q3 | $957K | Sell |
51,138
-2,948
| -5% | -$62.4K | ﹤0.01% | 2649 |
|
|
2021
Q2 | $1.45M | Buy |
54,086
+1,231
| +2% | +$29.9K | ﹤0.01% | 2242 |
|
|
2021
Q1 | $1.43M | Buy |
52,855
+23,709
| +81% | +$773K | ﹤0.01% | 2097 |
|
|
2020
Q4 | $835K | Buy |
29,146
+2,777
| +11% | +$59.3K | ﹤0.01% | 2331 |
|
|
2020
Q3 | $474K | Buy |
26,369
+2,485
| +10% | +$37.1K | ﹤0.01% | 2516 |
|
|
2020
Q2 | $260K | Buy |
23,884
+6,073
| +34% | +$47.4K | ﹤0.01% | 2935 |
|
|
2020
Q1 | $93K | Buy |
17,811
+3,810
| +27% | +$32.3K | ﹤0.01% | 3005 |
|
|
2019
Q4 | $105K | Sell |
14,001
-1,824
| -12% | -$8.84K | ﹤0.01% | 3216 |
|
|
2019
Q3 | $51K | Sell |
15,825
-5,868
| -27% | -$43.9K | ﹤0.01% | 3204 |
|
|
2019
Q2 | $266K | Buy |
21,693
+2,684
| +14% | +$32.9K | ﹤0.01% | 2802 |
|
|
2019
Q1 | $246K | Buy |
+19,009
| New | +$232K | ﹤0.01% | 2789 |
|
Other funds holding BE
SA
VARA
LPL Financial's BE Position: Q2 2026 in Review
LPL Financial increased its Bloom Energy (BE) stake by 14% in Q2 2026, buying an estimated $13.9M and bringing the position to 435,088 shares worth $132M. The position accounts for 0.03% of the portfolio, ranked #532.
LPL Financial first reported a position in BE in Q1 2019 and has held it in 30 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.
- LPL Financial held 435,088 shares of Bloom Energy worth $132M as of Q2 2026.
- LPL Financial bought 54,373 Bloom Energy shares in Q2 2026, an estimated $13.9M.
- Bloom Energy made up 0.03% of LPL Financial's portfolio in Q2 2026, its #532 holding.
- LPL Financial first reported a position in Bloom Energy in Q1 2019 and has held it in 30 quarters since.
- 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.