Raymond James & Associates’s Bloom Energy BE Stock Holding History

Raymond James & Associates’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
2024 Q3	$296K	Buy	+29,600	New	+$351K	﹤0.01%	3415
2024 Q2	–	Sell	-5,000	Closed	-$50K	–	3975
2024 Q1	$50K	Sell	5,000 -33,200	-87%	-$365K	﹤0.01%	3800
2023 Q4	$349K	Buy	+38,200	New	+$478K	﹤0.01%	3189
2023 Q1	–	Sell	-12,600	Closed	-$61.7K	–	3889
2022 Q4	$61.7K	Sell	12,600 -26,400	-68%	-$518K	﹤0.01%	3700
2022 Q3	$180K	Sell	39,000 -28,300	-42%	-$638K	﹤0.01%	3474
2022 Q2	$210K	Buy	+67,300	New	+$1.23M	﹤0.01%	3482
2019 Q4	–	Sell	-18,000	Closed	-$8K	–	3669
2019 Q3	$8K	Buy	+18,000	New	+$135K	﹤0.01%	3571

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Raymond James & Associates's BE Position: Q3 2024 in Review

Raymond James & Associates increased its Bloom Energy (BE) stake by 2.5% in Q3 2024, buying an estimated $124K and bringing the position to 435,310 shares worth $4.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Raymond James & Associates first reported a position in BE in Q3 2018 and has held it in 25 quarters since. The position peaked at $6.37M in Q4 2022. 316 funds tracked by Wall St. Rank hold BE as of Q3 2024.

Raymond James & Associates held 435,310 shares of Bloom Energy worth $4.6M as of Q3 2024.
Raymond James & Associates bought 10,418 Bloom Energy shares in Q3 2024, an estimated $124K.
Bloom Energy made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1711 holding.
Raymond James & Associates first reported a position in Bloom Energy in Q3 2018 and has held it in 25 quarters since.
Raymond James & Associates's Bloom Energy position peaked at $6.37M in Q4 2022.
316 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.