Nisa Investment Advisors
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Nisa Investment Advisors’s Bloom Energy BE Stock Holding History

Nisa Investment 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
Q1 		$3.47M Sell
25,644
-3,508
-12% -$515K 0.01% 468
2025
Q4 		$2.53M Buy
29,152
+2,453
+9% +$258K 0.01% 568
2025
Q3 		$2.26M Buy
26,699
+21,257
+391% +$987K 0.01% 618
2025
Q2 		$130K Buy
5,442
+2,069
+61% +$40.1K ﹤0.01% 1316
2025
Q1 		$66.3K Buy
3,373
+1,081
+47% +$25.8K ﹤0.01% 1505
2024
Q4 		$50.9K Buy
2,292
+345
+18% +$6.05K ﹤0.01% 1679
2024
Q3 		$20.6K Sell
1,947
-183
-9% -$2.17K ﹤0.01% 1896
2024
Q2 		$26.1K Buy
2,130
+252
+13% +$3.21K ﹤0.01% 1854
2024
Q1 		$21.1K Buy
1,878
+103
+6% +$1.13K ﹤0.01% 1870
2023
Q4 		$26.3K Sell
1,775
-1,705
-49% -$21.3K ﹤0.01% 1797
2023
Q3 		$46.1K Buy
3,480
+1,680
+93% +$26.3K ﹤0.01% 1750
2023
Q2 		$29.4K Sell
1,800
-9,570
-84% -$155K ﹤0.01% 1948
2023
Q1 		$227K Hold
11,370
– – ﹤0.01% 1283
2022
Q4 		$217K Hold
11,370
– – ﹤0.01% 1347
2022
Q3 		$221K Buy
11,370
+120
+1% +$2.7K ﹤0.01% 1248
2022
Q2 		$186K Buy
11,250
+350
+3% +$6.41K ﹤0.01% 1330
2022
Q1 		$263K Buy
+10,900
New +$213K ﹤0.01% 1272
2021
Q4 		– Sell
-10,450
Closed -$196 – 2234
2021
Q3 		$196 Buy
10,450
+1,600
+18% +$33.9K ﹤0.01% 1407
2021
Q2 		$238 Hold
8,850
– – ﹤0.01% 1345
2021
Q1 		$239 Hold
8,850
– – ﹤0.01% 1426
2020
Q4 		$254K Buy
8,850
+6,300
+247% +$134K ﹤0.01% 1369
2020
Q3 		$46K Buy
+2,550
New +$38.1K ﹤0.01% 1835
2020
Q2 		– Sell
-530
Closed -$3K – 2065
2020
Q1 		$3K Buy
+530
New +$4.5K ﹤0.01% 2000

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Nisa Investment Advisors's BE Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Bloom Energy (BE) stake by 12% in Q1 2026, selling an estimated $515K and leaving 25,644 shares worth $3.47M. The position accounts for 0.01% of the portfolio, ranked #468.

Nisa Investment Advisors first reported a position in BE in Q1 2020 and has held it in 23 quarters since. 981 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Nisa Investment Advisors held 25,644 shares of Bloom Energy worth $3.47M as of Q1 2026.
  • Nisa Investment Advisors sold 3,508 Bloom Energy shares in Q1 2026, an estimated $515K.
  • Bloom Energy made up 0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #468 holding.
  • Nisa Investment Advisors first reported a position in Bloom Energy in Q1 2020 and has held it in 23 quarters since.
  • 981 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.