Moors & Cabot’s Bloom Energy BE Stock Holding History

Moors & Cabot’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 Q3	$5.85M	Buy	21,123 +5,723	+37%	+$1.35M	0.22%	92
2026 Q2	$4.66M	Buy	15,400 +1,355	+10%	+$347K	0.18%	111
2026 Q1	$1.9M	Buy	14,045 +295	+2%	+$43.3K	0.08%	224
2025 Q4	$1.19M	Buy	13,750 +1,840	+15%	+$193K	0.05%	311
2025 Q3	$1.01M	Buy	+11,910	New	+$553K	0.04%	357
2024 Q3	–	Sell	-21,510	Closed	-$263K	–	877
2024 Q2	$263K	Buy	+21,510	New	+$274K	0.01%	670

Other funds holding BE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ECP

Elemental Capital Partners San Francisco, California $415M AUM 149.08% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Moors & Cabot's BE Position: Q3 2026 in Review

Moors & Cabot increased its Bloom Energy (BE) stake by 37% in Q3 2026, buying an estimated $1.35M and bringing the position to 21,123 shares worth $5.85M. The position accounts for 0.22% of the portfolio, ranked #92.

Moors & Cabot first reported a position in BE in Q2 2024 and has held it in 6 quarters since. 694 funds tracked by Wall St. Rank hold BE as of Q3 2026.

Moors & Cabot held 21,123 shares of Bloom Energy worth $5.85M as of Q3 2026.
Moors & Cabot bought 5,723 Bloom Energy shares in Q3 2026, an estimated $1.35M.
Bloom Energy made up 0.22% of Moors & Cabot's portfolio in Q3 2026, its #92 holding.
Moors & Cabot first reported a position in Bloom Energy in Q2 2024 and has held it in 6 quarters since.
694 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.