NewEdge Advisors’s Bloom Energy BE Stock Holding History

NewEdge Advisors’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	$13.8M	Buy	45,509 +14,113	+45%	+$3.62M	0.04%	402
2026 Q1	$4.25M	Buy	31,396 +4,580	+17%	+$672K	0.02%	763
2025 Q4	$2.33M	Buy	26,816 +12,355	+85%	+$1.3M	0.01%	993
2025 Q3	$1.22M	Buy	14,461 +13,495	+1,397%	+$627K	0.01%	1283
2025 Q2	$23.1K	Sell	966 -901	-48%	-$17.4K	﹤0.01%	2904
2025 Q1	$36.7K	Buy	1,867 +1,626	+675%	+$38.8K	﹤0.01%	2657
2024 Q4	$5.35K	Hold	241	–	–	﹤0.01%	3223
2024 Q3	$2.54K	Sell	241 -5,500	-96%	-$65.2K	﹤0.01%	3337
2024 Q2	$70.3K	Buy	5,741 +500	+10%	+$6.37K	﹤0.01%	2224
2024 Q1	$58.9K	Hold	5,241	–	–	﹤0.01%	2256
2023 Q4	$77.6K	Buy	5,241 +5,000	+2,075%	+$62.6K	﹤0.01%	2047
2023 Q3	$3.2K	Hold	241	–	–	﹤0.01%	2940
2023 Q2	$3.94K	Hold	241	–	–	﹤0.01%	2885
2023 Q1	$4.8K	Sell	241 -1,508	-86%	-$33K	﹤0.01%	2790
2022 Q4	$28.4K	Buy	+1,749	New	+$34.3K	﹤0.01%	1989

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

NewEdge Advisors's BE Position: Q2 2026 in Review

NewEdge Advisors increased its Bloom Energy (BE) stake by 45% in Q2 2026, buying an estimated $3.62M and bringing the position to 45,509 shares worth $13.8M. The position accounts for 0.04% of the portfolio, ranked #402.

NewEdge Advisors first reported a position in BE in Q4 2022 and has held it in 15 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

NewEdge Advisors held 45,509 shares of Bloom Energy worth $13.8M as of Q2 2026.
NewEdge Advisors bought 14,113 Bloom Energy shares in Q2 2026, an estimated $3.62M.
Bloom Energy made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #402 holding.
NewEdge Advisors first reported a position in Bloom Energy in Q4 2022 and has held it in 15 quarters since.
1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.