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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
2023
Q4 		– Sell
-11,000
Closed -$165K – 3839
2023
Q3 		$165K Hold
11,000
– – ﹤0.01% 3507
2023
Q2 		$165K Buy
+11,000
New +$178K ﹤0.01% 3534
2022
Q4 		– Sell
-38,200
Closed -$178K – 3927
2022
Q3 		$178K Sell
38,200
-15,000
-28% -$338K ﹤0.01% 3476
2022
Q2 		$143K Buy
+53,200
New +$974K ﹤0.01% 3602

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
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.