WLG
BE icon

Williamson Legacy Group’s Bloom Energy BE Stock Holding History

Williamson Legacy Group’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 		$2.56M Buy
18,915
+3,036
+19% +$446K 1.92% 12
2025
Q4 		$1.38M Sell
15,879
-21,467
-57% -$2.26M 1.08% 33
2025
Q3 		$3.16M Buy
+37,346
New +$1.73M 2.44% 4

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Williamson Legacy Group's BE Position: Q1 2026 in Review

Williamson Legacy Group increased its Bloom Energy (BE) stake by 19% in Q1 2026, buying an estimated $446K and bringing the position to 18,915 shares worth $2.56M. The position accounts for 1.92% of the portfolio, ranked #12.

Williamson Legacy Group first reported a position in BE in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.16M in Q3 2025. 978 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • Williamson Legacy Group held 18,915 shares of Bloom Energy worth $2.56M as of Q1 2026.
  • Williamson Legacy Group bought 3,036 Bloom Energy shares in Q1 2026, an estimated $446K.
  • Bloom Energy made up 1.92% of Williamson Legacy Group's portfolio in Q1 2026, its #12 holding.
  • Williamson Legacy Group first reported a position in Bloom Energy in Q3 2025 and has held it in 3 quarters since.
  • Williamson Legacy Group's Bloom Energy position peaked at $3.16M in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.