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Sunbelt Securities’s Bloom Energy BE Stock Holding History

Sunbelt Securities’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 		$47.8K Buy
353
+73
+26% +$10.7K ﹤0.01% 1036
2025
Q4 		$24.3K Hold
280
– – ﹤0.01% 1204
2025
Q3 		$23.7K Hold
280
– – ﹤0.01% 1213
2025
Q2 		$6.22K Hold
280
– – ﹤0.01% 1400
2025
Q1 		$5.5K Hold
280
– – ﹤0.01% 1400
2024
Q4 		$6.3K Hold
280
– – ﹤0.01% 1399
2024
Q3 		$2.96K Hold
280
– – ﹤0.01% 1550
2024
Q2 		$3.43K Hold
280
– – ﹤0.01% 1466
2024
Q1 		$3.15K Hold
280
– – ﹤0.01% 1446
2023
Q4 		$4.14K Hold
280
– – ﹤0.01% 1341
2023
Q3 		$3.71K Hold
280
– – ﹤0.01% 1366
2023
Q2 		$4.58K Hold
280
– – ﹤0.01% 1341
2023
Q1 		$5.47K Buy
+280
New +$6.13K ﹤0.01% 1277

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sunbelt Securities's BE Position: Q1 2026 in Review

Sunbelt Securities increased its Bloom Energy (BE) stake by 26% in Q1 2026, buying an estimated $10.7K and bringing the position to 353 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Sunbelt Securities first reported a position in BE in Q1 2023 and has held it in 13 quarters since. 983 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Sunbelt Securities held 353 shares of Bloom Energy worth $47.8K as of Q1 2026.
  • Sunbelt Securities bought 73 Bloom Energy shares in Q1 2026, an estimated $10.7K.
  • Bloom Energy made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1036 holding.
  • Sunbelt Securities first reported a position in Bloom Energy in Q1 2023 and has held it in 13 quarters since.
  • 983 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.