LPL Financial’s Bloom Energy BE Stock Holding History

LPL Financial’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	$3.03M	Sell	10,000 -5,200	-34%	-$1.33M	﹤0.01%	3293
2026 Q1	$2.06M	Sell	15,200 -1,800	-11%	-$264K	﹤0.01%	3488
2025 Q4	$1.48M	Sell	17,000 -3,000	-15%	-$315K	﹤0.01%	3679
2025 Q3	$1.69M	Buy	+20,000	New	+$929K	﹤0.01%	3477

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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. 1,281 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.
1,281 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.