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BOLTON SECURITIES CORPORATION’s Bloom Energy BE Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$535K Buy
+3,952
New +$580K 0.03% 526
2025
Q3 		$310K Buy
+3,666
New +$170K 0.01% 635
2025
Q1 		$72.1K Buy
+3,666
New +$87.5K ﹤0.01% 950

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
Situational Awareness
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BE Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Bloom Energy (BE) in Q1 2026: 3,952 shares worth $535K. The stake represents 0.03% of the portfolio and ranks #526 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in BE as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in BE in Q1 2025 and has held it in 3 quarters since. 990 funds tracked by Wall St. Rank hold BE as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 3,952 shares of Bloom Energy worth $535K as of Q1 2026.
  • Bloom Energy was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Bloom Energy made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #526 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Bloom Energy in Q1 2025 and has held it in 3 quarters since.
  • 990 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.