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Principal Securities’s Bloom Energy BE Stock Holding History

Principal Securities’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 		$488K Buy
1,612
+34
+2% +$8.71K 0.01% 1085
2026
Q1 		$214K Buy
+1,578
New +$232K ﹤0.01% 1362
2025
Q4 		– Sell
-214
Closed -$18.1K – 1559
2025
Q3 		$18.1K Sell
214
-5
-2% -$232 ﹤0.01% 2447
2025
Q2 		$5.24K Sell
219
-107
-33% -$2.07K ﹤0.01% 2851
2025
Q1 		$7.24K Hold
326
– – ﹤0.01% 2650
2024
Q4 		$7.24K Buy
326
+78
+31% +$1.37K ﹤0.01% 2647
2024
Q3 		$2.62K Sell
248
-50
-17% -$593 ﹤0.01% 2873
2024
Q2 		$3.65K Buy
298
+133
+81% +$1.7K ﹤0.01% 2740
2024
Q1 		$1.85K Buy
165
+67
+68% +$736 ﹤0.01% 2890
2023
Q4 		$1.45K Buy
+98
New +$1.23K ﹤0.01% 2882

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

Principal Securities's BE Position: Q2 2026 in Review

Principal Securities increased its Bloom Energy (BE) stake by 2.2% in Q2 2026, buying an estimated $8.71K and bringing the position to 1,612 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #1085.

Principal Securities first reported a position in BE in Q4 2023 and has held it in 10 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Principal Securities held 1,612 shares of Bloom Energy worth $488K as of Q2 2026.
  • Principal Securities bought 34 Bloom Energy shares in Q2 2026, an estimated $8.71K.
  • Bloom Energy made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1085 holding.
  • Principal Securities first reported a position in Bloom Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.