Wellington Shields & Co’s Bloom Energy BE Stock Holding History

Wellington Shields & Co’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	$869K	Sell	2,872 -415	-13%	-$106K	0.19%	109
2026 Q1	$445K	Sell	3,287 -198	-6%	-$29.1K	0.11%	158
2025 Q4	$303K	Sell	3,485 -383	-10%	-$40.2K	0.07%	192
2025 Q3	$327K	Buy	+3,868	New	+$180K	0.09%	180
2021 Q3	–	Sell	-108,156	Closed	-$2.91M	–	217
2021 Q2	$2.91M	Sell	108,156 -5,000	-4%	-$121K	0.96%	25
2021 Q1	$3.06M	Sell	113,156 -103,156	-48%	-$3.36M	1.1%	21
2020 Q4	$6.2M	Sell	216,312 -15,260	-7%	-$326K	2.22%	5
2020 Q3	$4.16M	Buy	+231,572	New	+$3.46M	1.75%	8
2019 Q3	–	Sell	-34,000	Closed	-$417K	–	104
2019 Q2	$417K	Buy	+34,000	New	+$417K	0.2%	113

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 & Co's BE Position: Q2 2026 in Review

Wellington Shields & Co reduced its Bloom Energy (BE) stake by 13% in Q2 2026, selling an estimated $106K and leaving 2,872 shares worth $869K. The position accounts for 0.19% of the portfolio, ranked #109.

Wellington Shields & Co first reported a position in BE in Q2 2019 and has held it in 9 quarters since. The position peaked at $6.2M in Q4 2020. 1,277 funds tracked by Wall St. Rank hold BE as of Q2 2026.

Wellington Shields & Co held 2,872 shares of Bloom Energy worth $869K as of Q2 2026.
Wellington Shields & Co sold 415 Bloom Energy shares in Q2 2026, an estimated $106K.
Bloom Energy made up 0.19% of Wellington Shields & Co's portfolio in Q2 2026, its #109 holding.
Wellington Shields & Co first reported a position in Bloom Energy in Q2 2019 and has held it in 9 quarters since.
Wellington Shields & Co's Bloom Energy position peaked at $6.2M in Q4 2020.
1,277 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

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