NW
BE icon

NewEdge Wealth’s Bloom Energy BE Stock Holding History

NewEdge Wealth’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 		$499K Sell
3,685
-3,207
-47% -$471K 0.01% 815
2025
Q4 		$599K Buy
6,892
+3,142
+84% +$330K 0.01% 771
2025
Q3 		$530K Buy
+3,750
New +$174K 0.01% 728
2024
Q1 		– Sell
-13,265
Closed -$196K – 807
2023
Q4 		$196K Buy
+13,265
New +$166K 0.01% 710

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NewEdge Wealth's BE Position: Q1 2026 in Review

NewEdge Wealth reduced its Bloom Energy (BE) stake by 47% in Q1 2026, selling an estimated $471K and leaving 3,685 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #815.

NewEdge Wealth first reported a position in BE in Q4 2023 and has held it in 4 quarters since. The position peaked at $599K in Q4 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • NewEdge Wealth held 3,685 shares of Bloom Energy worth $499K as of Q1 2026.
  • NewEdge Wealth sold 3,207 Bloom Energy shares in Q1 2026, an estimated $471K.
  • Bloom Energy made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #815 holding.
  • NewEdge Wealth first reported a position in Bloom Energy in Q4 2023 and has held it in 4 quarters since.
  • NewEdge Wealth's Bloom Energy position peaked at $599K in Q4 2025.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.