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Rathbones Group’s Bloom Energy BE Stock Holding History

Rathbones 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 		$231K Buy
+1,708
New +$251K ﹤0.01% 560
2025
Q4 		– Sell
-2,743
Closed -$232K – 636
2025
Q3 		$232K Buy
+2,743
New +$127K ﹤0.01% 559

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

Rathbones Group's BE Position: Q1 2026 in Review

Rathbones Group opened a new position in Bloom Energy (BE) in Q1 2026: 1,708 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: Rathbones Group previously reported a position in BE as recently as Q3 2025.

Rathbones Group first reported a position in BE in Q3 2025 and has held it in 2 quarters since. The position peaked at $232K in Q3 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Rathbones Group held 1,708 shares of Bloom Energy worth $231K as of Q1 2026.
  • Bloom Energy was a new Rathbones Group position in Q1 2026.
  • Bloom Energy made up ﹤0.01% of Rathbones Group's portfolio in Q1 2026, its #560 holding.
  • Rathbones Group first reported a position in Bloom Energy in Q3 2025 and has held it in 2 quarters since.
  • Rathbones Group's Bloom Energy position peaked at $232K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.