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 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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Moors & Cabot's BE Position: Q1 2026 in Review

Moors & Cabot increased its Bloom Energy (BE) stake by 2.1% in Q1 2026, buying an estimated $43.3K and bringing the position to 14,045 shares worth $1.9M. The position accounts for 0.08% of the portfolio, ranked #224.

Moors & Cabot first reported a position in BE in Q2 2024 and has held it in 4 quarters since. 981 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Moors & Cabot held 14,045 shares of Bloom Energy worth $1.9M as of Q1 2026.
Moors & Cabot bought 295 Bloom Energy shares in Q1 2026, an estimated $43.3K.
Bloom Energy made up 0.08% of Moors & Cabot's portfolio in Q1 2026, its #224 holding.
Moors & Cabot first reported a position in Bloom Energy in Q2 2024 and has held it in 4 quarters since.
981 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.