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
Q2 		$248M Sell
819,441
-357,407
-30% -$91.6M 0.07% 253
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 $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Raymond James Financial's BE Position: Q2 2026 in Review

Raymond James Financial reduced its Bloom Energy (BE) stake by 30% in Q2 2026, selling an estimated $91.6M and leaving 819,441 shares worth $248M. The position accounts for 0.07% of the portfolio, ranked #253.

Raymond James Financial first reported a position in BE in Q4 2024 and has held it in 7 quarters since. 1,286 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Raymond James Financial held 819,441 shares of Bloom Energy worth $248M as of Q2 2026.
  • Raymond James Financial sold 357,407 Bloom Energy shares in Q2 2026, an estimated $91.6M.
  • Bloom Energy made up 0.07% of Raymond James Financial's portfolio in Q2 2026, its #253 holding.
  • Raymond James Financial first reported a position in Bloom Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,286 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.