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Sheaff Brock Investment Advisors’s Bloom Energy BE Stock Holding History

Sheaff Brock Investment Advisors’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
2025
Q1 		$223K Buy
+11,350
New +$271K 0.02% 380

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Sheaff Brock Investment Advisors's BE Position: Q1 2025 in Review

Sheaff Brock Investment Advisors opened a new position in Bloom Energy (BE) in Q1 2025: 11,350 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #380 among its holdings.

369 funds tracked by Wall St. Rank hold BE as of Q1 2025.

  • Sheaff Brock Investment Advisors held 11,350 shares of Bloom Energy worth $223K as of Q1 2025.
  • Bloom Energy was a new Sheaff Brock Investment Advisors position in Q1 2025.
  • Bloom Energy made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #380 holding.
  • 369 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.