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NBC Securities’s Bloom Energy BE Stock Holding History

NBC Securities’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 		$923K Sell
3,050
-2,380
-44% -$610K 0.06% 320
2026
Q1 		$736K Sell
5,430
-2,880
-35% -$423K 0.06% 360
2025
Q4 		$722K Sell
8,310
-5,145
-38% -$541K 0.05% 365
2025
Q3 		$1.14M Buy
13,455
+4,107
+44% +$191K 0.09% 252
2025
Q2 		$223K Buy
+9,348
New +$181K 0.02% 792

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

NBC Securities's BE Position: Q2 2026 in Review

NBC Securities reduced its Bloom Energy (BE) stake by 44% in Q2 2026, selling an estimated $610K and leaving 3,050 shares worth $923K. The position accounts for 0.06% of the portfolio, ranked #320.

NBC Securities first reported a position in BE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.14M in Q3 2025. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • NBC Securities held 3,050 shares of Bloom Energy worth $923K as of Q2 2026.
  • NBC Securities sold 2,380 Bloom Energy shares in Q2 2026, an estimated $610K.
  • Bloom Energy made up 0.06% of NBC Securities's portfolio in Q2 2026, its #320 holding.
  • NBC Securities first reported a position in Bloom Energy in Q2 2025 and has held it in 5 quarters since.
  • NBC Securities's Bloom Energy position peaked at $1.14M in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.