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	$24K	Buy	+200	New	+$29.4K	﹤0.01%	5198

Other funds holding BE

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

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 New York $871B AUM 31.28% 1-Year Est. Return

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

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

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

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

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.