WS
BE icon

Wedbush Securities’s Bloom Energy BE Stock Holding History

Wedbush 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
Q2 		$456K Buy
+1,506
New +$386K 0.01% 754
2023
Q1 		– Sell
-11,400
Closed -$218K – 1081
2022
Q4 		$218K Hold
11,400
– – 0.01% 867
2022
Q3 		$228K Buy
+11,400
New +$257K 0.01% 838

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 $3.37T AUM 44.26% 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

Wedbush Securities's BE Position: Q2 2026 in Review

Wedbush Securities opened a new position in Bloom Energy (BE) in Q2 2026: 1,506 shares worth $456K. The stake represents 0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: Wedbush Securities previously reported a position in BE as recently as Q4 2022.

Wedbush Securities first reported a position in BE in Q3 2022 and has held it in 3 quarters since. 1,281 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Wedbush Securities held 1,506 shares of Bloom Energy worth $456K as of Q2 2026.
  • Bloom Energy was a new Wedbush Securities position in Q2 2026.
  • Bloom Energy made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #754 holding.
  • Wedbush Securities first reported a position in Bloom Energy in Q3 2022 and has held it in 3 quarters since.
  • 1,281 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.