Wellington Shields Capital Management’s Bloom Energy BE Stock Holding History

Wellington Shields Capital Management’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	$46.9M	Sell	154,875 -4,700	-3%	-$1.2M	5.95%	1
2026 Q1	$21.6M	Sell	159,575 -2,975	-2%	-$437K	3.25%	6
2025 Q4	$14.1M	Sell	162,550 -18,625	-10%	-$1.96M	2.06%	10
2025 Q3	$15.3M	Buy	+181,175	New	+$8.41M	2.33%	9
2024 Q4	–	Sell	-30,000	Closed	-$317K	–	310
2024 Q3	$317K	Hold	30,000	–	–	0.06%	199
2024 Q2	$367K	Hold	30,000	–	–	0.07%	181
2024 Q1	$337K	Hold	30,000	–	–	0.06%	189
2023 Q4	$444K	Hold	30,000	–	–	0.06%	155
2023 Q3	$398K	Hold	30,000	–	–	0.05%	159
2023 Q2	$491K	Hold	30,000	–	–	0.06%	149
2023 Q1	$598K	Hold	30,000	–	–	0.07%	136
2022 Q4	$574K	Hold	30,000	–	–	0.07%	133
2022 Q3	$600K	Hold	30,000	–	–	0.14%	124
2022 Q2	$495K	Hold	30,000	–	–	0.06%	150
2022 Q1	$725K	Hold	30,000	–	–	0.08%	143
2021 Q4	$658K	Sell	30,000 -1	-0%	-$25	0.08%	178
2021 Q3	$562K	Sell	30,001 -155,781	-84%	-$3.3M	0.08%	168
2021 Q2	$4.99M	Sell	185,782 -13,050	-7%	-$317K	0.6%	30
2021 Q1	$5.38M	Sell	198,832 -155,492	-44%	-$5.07M	0.51%	40
2020 Q4	$10.2M	Buy	354,324 +77,260	+28%	+$1.65M	1.36%	11
2020 Q3	$4.98M	Buy	+277,064	New	+$4.14M	0.79%	28
2019 Q3	–	Sell	-50,000	Closed	-$613K	–	265
2019 Q2	$613K	Buy	+50,000	New	+$613K	0.1%	163

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

Wellington Shields Capital Management's BE Position: Q2 2026 in Review

Wellington Shields Capital Management reduced its Bloom Energy (BE) stake by 2.9% in Q2 2026, selling an estimated $1.2M and leaving 154,875 shares worth $46.9M. The position accounts for 5.95% of the portfolio, ranked #1.

Wellington Shields Capital Management first reported a position in BE in Q2 2019 and has held it in 22 quarters since. 1,276 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Wellington Shields Capital Management held 154,875 shares of Bloom Energy worth $46.9M as of Q2 2026.
Wellington Shields Capital Management sold 4,700 Bloom Energy shares in Q2 2026, an estimated $1.2M.
Bloom Energy made up 5.95% of Wellington Shields Capital Management's portfolio in Q2 2026, its #1 holding.
Wellington Shields Capital Management first reported a position in Bloom Energy in Q2 2019 and has held it in 22 quarters since.
1,276 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.