Raymond James Financial
BE icon

Raymond James Financial’s Bloom Energy BE Stock Holding History

Raymond James Financial’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 		$157M Sell
1,176,848
-92,432
-7% -$13.6M 0.05% 353
2025
Q4 		$110M Sell
1,269,280
-374,827
-23% -$39.4M 0.03% 466
2025
Q3 		$139M Buy
1,644,107
+732,800
+80% +$34M 0.04% 375
2025
Q2 		$21.8M Sell
911,307
-36,215
-4% -$701K 0.01% 1309
2025
Q1 		$18.6M Buy
947,522
+63,730
+7% +$1.52M 0.01% 1365
2024
Q4 		$19.6M Buy
+883,792
New +$15.5M 0.01% 1324

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

Raymond James Financial's BE Position: Q1 2026 in Review

Raymond James Financial reduced its Bloom Energy (BE) stake by 7.3% in Q1 2026, selling an estimated $13.6M and leaving 1,176,848 shares worth $157M. The position accounts for 0.05% of the portfolio, ranked #353.

Raymond James Financial first reported a position in BE in Q4 2024 and has held it in 6 quarters since. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Raymond James Financial held 1,176,848 shares of Bloom Energy worth $157M as of Q1 2026.
  • Raymond James Financial sold 92,432 Bloom Energy shares in Q1 2026, an estimated $13.6M.
  • Bloom Energy made up 0.05% of Raymond James Financial's portfolio in Q1 2026, its #353 holding.
  • Raymond James Financial first reported a position in Bloom Energy in Q4 2024 and has held it in 6 quarters since.
  • 979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.