Osaic Holdings
BE icon

Osaic Holdings’s Bloom Energy BE Stock Holding History

Osaic Holdings’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 		$8.25K Hold
1
– – ﹤0.01% 6414
2025
Q4 		$4.55K Buy
+1
New +$105 ﹤0.01% 6760
2024
Q4 		– Sell
-3
Closed -$372 – 7416
2024
Q3 		$372 Hold
3
– – ﹤0.01% 7063
2024
Q2 		$720 Buy
+3
New +$38 ﹤0.01% 6901

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

Osaic Holdings's BE Position: Q1 2026 in Review

Osaic Holdings increased its Bloom Energy (BE) stake by 48% in Q1 2026, buying an estimated $3.89M and bringing the position to 81,633 shares worth $11.1M. The position accounts for 0.02% of the portfolio, ranked #853.

Osaic Holdings first reported a position in BE in Q1 2020 and has held it in 25 quarters since. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Osaic Holdings held 81,633 shares of Bloom Energy worth $11.1M as of Q1 2026.
  • Osaic Holdings bought 26,511 Bloom Energy shares in Q1 2026, an estimated $3.89M.
  • Bloom Energy made up 0.02% of Osaic Holdings's portfolio in Q1 2026, its #853 holding.
  • Osaic Holdings first reported a position in Bloom Energy in Q1 2020 and has held it in 25 quarters since.
  • 979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.