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Oppenheimer & Co’s Bloom Energy BE Stock Holding History

Oppenheimer & Co’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 		$8.09M Sell
26,724
-14,503
-35% -$3.72M 0.09% 241
2026
Q1 		$5.59M Buy
+41,227
New +$6.05M 0.07% 304
2025
Q4 		– Sell
-18,124
Closed -$1.53M – 1587
2025
Q3 		$1.53M Sell
18,124
-20,631
-53% -$958K 0.02% 704
2025
Q2 		$927K Buy
38,755
+7,658
+25% +$148K 0.01% 889
2025
Q1 		$611K Sell
31,097
-43,152
-58% -$1.03M 0.01% 1010
2024
Q4 		$1.65M Sell
74,249
-56,169
-43% -$985K 0.02% 600
2024
Q3 		$1.38M Buy
130,418
+78,009
+149% +$925K 0.02% 684
2024
Q2 		$641K Sell
52,409
-23,586
-31% -$301K 0.01% 919
2024
Q1 		$854K Buy
75,995
+22,369
+42% +$246K 0.01% 793
2023
Q4 		$794K Sell
53,626
-2,604
-5% -$32.6K 0.01% 795
2023
Q3 		$746K Buy
56,230
+17,709
+46% +$278K 0.02% 782
2023
Q2 		$630K Buy
+38,521
New +$622K 0.01% 889
2022
Q1 		– Sell
-49,045
Closed -$1.07M – 1480
2021
Q4 		$1.07M Buy
49,045
+109
+0.2% +$2.76K 0.02% 752
2021
Q3 		$916K Buy
48,936
+1,386
+3% +$29.3K 0.02% 777
2021
Q2 		$1.28M Buy
47,550
+1,805
+4% +$43.8K 0.02% 660
2021
Q1 		$1.24M Sell
45,745
-100,092
-69% -$3.26M 0.02% 632
2020
Q4 		$4.18M Sell
145,837
-32,243
-18% -$688K 0.09% 263
2020
Q3 		$3.2M Sell
178,080
-24,635
-12% -$368K 0.08% 281
2020
Q2 		$2.21M Buy
202,715
+17,050
+9% +$133K 0.06% 355
2020
Q1 		$971K Buy
185,665
+6,770
+4% +$57.4K 0.03% 534
2019
Q4 		$1.34M Sell
178,895
-10,700
-6% -$51.9K 0.03% 528
2019
Q3 		$616K Buy
+189,595
New +$1.42M 0.02% 725

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

Oppenheimer & Co's BE Position: Q2 2026 in Review

Oppenheimer & Co reduced its Bloom Energy (BE) stake by 35% in Q2 2026, selling an estimated $3.72M and leaving 26,724 shares worth $8.09M. The position accounts for 0.09% of the portfolio, ranked #241.

Oppenheimer & Co first reported a position in BE in Q3 2019 and has held it in 22 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Oppenheimer & Co held 26,724 shares of Bloom Energy worth $8.09M as of Q2 2026.
  • Oppenheimer & Co sold 14,503 Bloom Energy shares in Q2 2026, an estimated $3.72M.
  • Bloom Energy made up 0.09% of Oppenheimer & Co's portfolio in Q2 2026, its #241 holding.
  • Oppenheimer & Co first reported a position in Bloom Energy in Q3 2019 and has held it in 22 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.