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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial's BE Position: Q1 2026 in Review

LPL Financial increased its Bloom Energy (BE) stake by 48% in Q1 2026, buying an estimated $18.1M and bringing the position to 380,715 shares worth $51.6M. The position accounts for 0.01% of the portfolio, ranked #901.

LPL Financial first reported a position in BE in Q1 2019 and has held it in 29 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

LPL Financial held 380,715 shares of Bloom Energy worth $51.6M as of Q1 2026.
LPL Financial bought 123,642 Bloom Energy shares in Q1 2026, an estimated $18.1M.
Bloom Energy made up 0.01% of LPL Financial's portfolio in Q1 2026, its #901 holding.
LPL Financial first reported a position in Bloom Energy in Q1 2019 and has held it in 29 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.