Private Advisor Group’s Bloom Energy BE Stock Holding History

Private Advisor 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
2026 Q1	$1.33M	Buy	9,831 +3,897	+66%	+$572K	0.01%	1248
2025 Q4	$516K	Sell	5,934 -12	-0.2%	-$1.26K	﹤0.01%	1807
2025 Q3	$503K	Buy	+5,946	New	+$276K	﹤0.01%	1775
2020 Q3	–	Sell	-9,783	Closed	-$106K	–	1747
2020 Q2	$106K	Buy	+9,783	New	+$76.4K	﹤0.01%	1671

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

Private Advisor Group's BE Position: Q1 2026 in Review

Private Advisor Group increased its Bloom Energy (BE) stake by 66% in Q1 2026, buying an estimated $572K and bringing the position to 9,831 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #1248.

Private Advisor Group first reported a position in BE in Q2 2020 and has held it in 4 quarters since. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Private Advisor Group held 9,831 shares of Bloom Energy worth $1.33M as of Q1 2026.
Private Advisor Group bought 3,897 Bloom Energy shares in Q1 2026, an estimated $572K.
Bloom Energy made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1248 holding.
Private Advisor Group first reported a position in Bloom Energy in Q2 2020 and has held it in 4 quarters since.
978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.