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 449 institutions that hold shares in the stock, with a total of 200 Million shares, which have been reported (via 13F filing form) to have a value of $4.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
70
shares
|
$1,701
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
63
shares
|
$1,531
0.0% of portfolio
|
Q1 2025
Added 46.51%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
60
shares
|
$1,458
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
57
shares
|
$1,385
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
52
shares
|
$1,264
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
50
shares
|
$1,215
0.0% of portfolio
|
Q1 2023
Reduced 80.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
50
shares
|
$1,215
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
45
shares
|
$1,093
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
44
shares
|
$1,069
0.0% of portfolio
|
Q2 2025
Reduced 74.86%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
44
shares
|
$1,069
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
43
shares
|
$1,045
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
43
shares
|
$1,045
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
41
shares
|
$996
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
33
shares
|
$802
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
27
shares
|
$656
0.0% of portfolio
|
Q1 2025
Added 58.82%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
21
shares
|
$510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
20
shares
|
$486
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
17
shares
|
$413
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|