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Peapack-Gladstone Financial Corp’s Bloom Energy BE Stock Holding History

Peapack-Gladstone Financial Corp’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 		$45.9M Sell
151,582
-11,767
-7% -$3.01M 0.53% 51
2026
Q1 		$22.1M Sell
163,349
-30,050
-16% -$4.41M 0.28% 95
2025
Q4 		$16.8M Sell
193,399
-28,151
-13% -$2.96M 0.21% 112
2025
Q3 		$18.7M Sell
221,550
-44,490
-17% -$2.07M 0.24% 104
2025
Q2 		$6.36M Buy
266,040
+3,470
+1% +$67.2K 0.09% 198
2025
Q1 		$5.16M Sell
262,570
-15,118
-5% -$361K 0.08% 217
2024
Q4 		$6.17M Buy
277,688
+5,764
+2% +$101K 0.09% 189
2024
Q3 		$2.87M Buy
271,924
+11,525
+4% +$137K 0.04% 295
2024
Q2 		$3.19M Sell
260,399
-7,550
-3% -$96.2K 0.05% 267
2024
Q1 		$3.01M Sell
267,949
-4,200
-2% -$46.2K 0.05% 274
2023
Q4 		$4.03M Buy
272,149
+13,644
+5% +$171K 0.07% 232
2023
Q3 		$3.43M Buy
258,505
+2,575
+1% +$40.4K 0.06% 238
2023
Q2 		$4.18M Buy
255,930
+30,950
+14% +$500K 0.07% 223
2023
Q1 		$4.49M Sell
224,980
-3,400
-1% -$74.5K 0.09% 222
2022
Q4 		$4.37M Buy
228,380
+175
+0.1% +$3.44K 0.09% 217
2022
Q3 		$4.56M Buy
228,205
+7,193
+3% +$162K 0.09% 208
2022
Q2 		$3.65M Buy
221,012
+18,850
+9% +$345K 0.08% 204
2022
Q1 		$4.96M Sell
202,162
-3,061
-1% -$59.8K 0.1% 190
2021
Q4 		$4.5M Sell
205,223
-1,500
-0.7% -$37.9K 0.09% 201
2021
Q3 		$3.87M Buy
+206,723
New +$4.37M 0.08% 206

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

Peapack-Gladstone Financial Corp's BE Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp reduced its Bloom Energy (BE) stake by 7.2% in Q2 2026, selling an estimated $3.01M and leaving 151,582 shares worth $45.9M. The position accounts for 0.53% of the portfolio, ranked #51.

Peapack-Gladstone Financial Corp first reported a position in BE in Q3 2021 and has held it in 20 quarters since. 1,280 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 151,582 shares of Bloom Energy worth $45.9M as of Q2 2026.
  • Peapack-Gladstone Financial Corp sold 11,767 Bloom Energy shares in Q2 2026, an estimated $3.01M.
  • Bloom Energy made up 0.53% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #51 holding.
  • Peapack-Gladstone Financial Corp first reported a position in Bloom Energy in Q3 2021 and has held it in 20 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.