Sigma Planning Corp’s Bloom Energy BE Stock Holding History

Sigma Planning Corp’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	$4.32M	Sell	14,267 -9,567	-40%	-$2.45M	0.11%	197
2026 Q1	$3.23M	Buy	+23,834	New	+$3.5M	0.09%	244
2025 Q4	–	Sell	-5,025	Closed	-$425K	–	1305
2025 Q3	$425K	Buy	+5,025	New	+$233K	0.01%	883
2021 Q3	–	Sell	-10,246	Closed	-$275K	–	1389
2021 Q2	$275K	Buy	+10,246	New	+$248K	0.01%	1128

Other funds holding BE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Sigma Planning Corp's BE Position: Q2 2026 in Review

Sigma Planning Corp reduced its Bloom Energy (BE) stake by 40% in Q2 2026, selling an estimated $2.45M and leaving 14,267 shares worth $4.32M. The position accounts for 0.11% of the portfolio, ranked #197.

Sigma Planning Corp first reported a position in BE in Q2 2021 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Sigma Planning Corp held 14,267 shares of Bloom Energy worth $4.32M as of Q2 2026.
Sigma Planning Corp sold 9,567 Bloom Energy shares in Q2 2026, an estimated $2.45M.
Bloom Energy made up 0.11% of Sigma Planning Corp's portfolio in Q2 2026, its #197 holding.
Sigma Planning Corp first reported a position in Bloom Energy in Q2 2021 and has held it in 4 quarters since.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.