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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
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

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 $3.38T AUM 44.17% 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

Moors & Cabot's BE Position: Q2 2026 in Review

Moors & Cabot increased its Bloom Energy (BE) stake by 9.6% in Q2 2026, buying an estimated $347K and bringing the position to 15,400 shares worth $4.66M. The position accounts for 0.18% of the portfolio, ranked #111.

Moors & Cabot first reported a position in BE in Q2 2024 and has held it in 5 quarters since. 1,285 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Moors & Cabot held 15,400 shares of Bloom Energy worth $4.66M as of Q2 2026.
  • Moors & Cabot bought 1,355 Bloom Energy shares in Q2 2026, an estimated $347K.
  • Bloom Energy made up 0.18% of Moors & Cabot's portfolio in Q2 2026, its #111 holding.
  • Moors & Cabot first reported a position in Bloom Energy in Q2 2024 and has held it in 5 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.