Paladin Advisory Group’s Bloom Energy BE Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-418	Closed	-$7.99K	–	292
2022 Q4	$7.99K	Hold	418	–	–	0.01%	225
2022 Q3	$8K	Hold	418	–	–	0.01%	224
2022 Q2	$6K	Buy	+418	New	+$7.65K	0.01%	237
2022 Q1	–	Sell	-418	Closed	-$9K	–	303
2021 Q4	$9K	Buy	+418	New	+$10.6K	0.01%	237

Other funds holding BE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Paladin Advisory Group's BE Position: Q1 2026 in Review

Paladin Advisory Group held its Bloom Energy (BE) position steady in Q1 2026 at 318 shares worth $43.1K. The position accounts for 0.03% of the portfolio, ranked #150.

Paladin Advisory Group first reported a position in BE in Q1 2022 and has held it in 14 quarters since. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Paladin Advisory Group held 318 shares of Bloom Energy worth $43.1K as of Q1 2026.
Paladin Advisory Group left its Bloom Energy share count unchanged in Q1 2026.
Bloom Energy made up 0.03% of Paladin Advisory Group's portfolio in Q1 2026, its #150 holding.
Paladin Advisory Group first reported a position in Bloom Energy in Q1 2022 and has held it in 14 quarters since.
979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.