Institutional Ownership Bloom Energy Corp (BE)
This table provides information about the institutional ownership of Bloom Energy Corp (BE). We have compiled data on the 386 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $4.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
208
shares
|
$5,755
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
200
shares
|
$5,534
0.0% of portfolio
|
Q1 2024
Reduced 27.27%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
200
shares
|
$5,534
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
200
shares
|
$5,534
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
181
shares
|
$5,008
0.0% of portfolio
|
Q3 2024
Added 52.1%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
180
shares
|
$4,980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
165
shares
|
$4,565
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
142
shares
|
$3,929
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
140
shares
|
$3,873
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
125
shares
|
$3,458
0.0% of portfolio
|
Q4 2023
Reduced 50.4%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
122
shares
|
$3,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
110
shares
|
$3,043
0.0% of portfolio
|
Q3 2024
Reduced 99.7%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
108
shares
|
$2,988
0.0% of portfolio
|
Q3 2024
Reduced 52.84%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
100
shares
|
$2,767
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
100
shares
|
$2,767
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
80
shares
|
$2,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
79
shares
|
$2,185
0.0% of portfolio
|
Q3 2024
Reduced 86.43%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
70
shares
|
$1,936
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
70
shares
|
$1,936
0.0% of portfolio
|
Q1 2024
Reduced 58.82%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
57
shares
|
$1,577
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
50
shares
|
$1,383
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
50
shares
|
$1,383
0.0% of portfolio
|
Q1 2023
Reduced 80.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
45
shares
|
$1,245
0.0% of portfolio
|
Q2 2024
Reduced 18.18%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
44
shares
|
$1,217
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
43
shares
|
$1,189
0.0% of portfolio
|
Q3 2024
New holding
|