National Bank of Canada’s Bloom Energy BE Stock Holding History

National Bank of Canada’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	$246M	Buy	813,372 +656,112	+417%	+$168M	0.18%	104
2026 Q1	$21.3M	Buy	157,260 +153,350	+3,922%	+$22.5M	0.02%	477
2025 Q4	$339K	Buy	+3,910	New	+$411K	﹤0.01%	1454
2024 Q3	–	Sell	-1,400	Closed	-$15.8K	–	2773
2024 Q2	$15.8K	Buy	1,400 +750	+115%	+$9.56K	﹤0.01%	2023
2024 Q1	$7.25K	Sell	650 -150	-19%	-$1.65K	﹤0.01%	2241
2023 Q4	$11.8K	Sell	800 -300	-27%	-$3.75K	﹤0.01%	2127
2023 Q3	$13.3K	Buy	1,100 +46	+4%	+$721	﹤0.01%	2131
2023 Q2	$17.2K	Hold	1,054	–	–	﹤0.01%	2043
2023 Q1	$21K	Buy	1,054 +500	+90%	+$10.9K	﹤0.01%	1954
2022 Q4	$10.6K	Sell	554 -96	-15%	-$1.89K	﹤0.01%	2168
2022 Q3	$13K	Hold	650	–	–	﹤0.01%	2109
2022 Q2	$11K	Hold	650	–	–	﹤0.01%	2229
2022 Q1	$16K	Hold	650	–	–	﹤0.01%	2241
2021 Q4	$14K	Buy	+650	New	+$16.4K	﹤0.01%	2242

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

National Bank of Canada's BE Position: Q2 2026 in Review

National Bank of Canada increased its Bloom Energy (BE) stake by 417% in Q2 2026, buying an estimated $168M and bringing the position to 813,372 shares worth $246M. The position accounts for 0.18% of the portfolio, ranked #104.

National Bank of Canada first reported a position in BE in Q4 2021 and has held it in 14 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

National Bank of Canada held 813,372 shares of Bloom Energy worth $246M as of Q2 2026.
National Bank of Canada bought 656,112 Bloom Energy shares in Q2 2026, an estimated $168M.
Bloom Energy made up 0.18% of National Bank of Canada's portfolio in Q2 2026, its #104 holding.
National Bank of Canada first reported a position in Bloom Energy in Q4 2021 and has held it in 14 quarters since.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on National Bank of Canada's 13F filing for Q2 2026, filed 10 Aug 2026.