Mackenzie Financial
BE icon

Mackenzie Financial’s Bloom Energy BE Stock Holding History

Mackenzie 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 		$16.4M Buy
54,185
+15,221
+39% +$3.9M 0.02% 497
2026
Q1 		$5.28M Sell
38,964
-443
-1% -$65K 0.01% 654
2025
Q4 		$3.43M Buy
39,407
+16,296
+71% +$1.71M ﹤0.01% 721
2025
Q3 		$1.95M Buy
23,111
+10,051
+77% +$467K ﹤0.01% 839
2025
Q2 		$312K Buy
13,060
+116
+0.9% +$2.25K ﹤0.01% 1380
2025
Q1 		$254K Sell
12,944
-50,428
-80% -$1.2M ﹤0.01% 1440
2024
Q4 		$1.41M Buy
63,372
+1,035
+2% +$18.1K ﹤0.01% 862
2024
Q3 		$658K Hold
62,337
– – ﹤0.01% 957
2024
Q2 		$763K Sell
62,337
-16,342
-21% -$208K ﹤0.01% 919
2024
Q1 		$884K Buy
78,679
+9,522
+14% +$105K ﹤0.01% 901
2023
Q4 		$1.02M Hold
69,157
– – ﹤0.01% 863
2023
Q3 		$798K Hold
69,157
– – ﹤0.01% 900
2023
Q2 		$1.13M Buy
69,157
+23,103
+50% +$373K ﹤0.01% 841
2023
Q1 		$918K Sell
46,054
-13,837
-23% -$303K ﹤0.01% 880
2022
Q4 		$1.15M Sell
59,891
-59,140
-50% -$1.16M ﹤0.01% 760
2022
Q3 		$2.38M Buy
119,031
+58,060
+95% +$1.31M ﹤0.01% 655
2022
Q2 		$1.01M Buy
60,971
+15,481
+34% +$283K ﹤0.01% 838
2022
Q1 		$1.1M Buy
45,490
+34,331
+308% +$671K ﹤0.01% 879
2021
Q4 		$245K Buy
11,159
+544
+5% +$13.8K ﹤0.01% 1240
2021
Q3 		$199K Buy
+10,615
New +$225K ﹤0.01% 1335

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
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

Mackenzie Financial's BE Position: Q2 2026 in Review

Mackenzie Financial increased its Bloom Energy (BE) stake by 39% in Q2 2026, buying an estimated $3.9M and bringing the position to 54,185 shares worth $16.4M. The position accounts for 0.02% of the portfolio, ranked #497.

Mackenzie Financial first reported a position in BE in Q3 2021 and has held it in 20 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Mackenzie Financial held 54,185 shares of Bloom Energy worth $16.4M as of Q2 2026.
  • Mackenzie Financial bought 15,221 Bloom Energy shares in Q2 2026, an estimated $3.9M.
  • Bloom Energy made up 0.02% of Mackenzie Financial's portfolio in Q2 2026, its #497 holding.
  • Mackenzie Financial first reported a position in Bloom Energy in Q3 2021 and has held it in 20 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.