Bloom Energy Corp. Class ABE

13F holders, Q2 2024 (June 30)
315holders +24
66new positions
43sold out
4famous investors
$12.25avg. 13F price*

At the end of Q2 2024, 315 institutions reported holding Bloom Energy Corp. Class A (BE) in their 13F filings, up 24 from Q1 2024. 66 opened new positions and 43 sold out. The largest holders were Ameriprise Financial Inc. ($499.0M), Vanguard Group Inc. ($232.5M) and BlackRock Inc. ($178.3M). 4 famous investors held it, including Alex Sacerdote (0.4% of Whale Rock Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Bloom Energy Corp. Class A
Sector
Energy
CUSIP
093712107
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 291Q1 2024Q2 2024: 315Q2 2024Q3 2024: 316Q3 2024Q4 2024: 370Q4 2024Q1 2025: 369Q1 2025Q2 2025: 386Q2 2025Q3 2025: 600Q3 2025Q4 2025: 799Q4 2025Q1 2026: 984Q1 2026Q2 2026: 1,284Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions66$195.2M
Exits43$60.7M

All 13F filers, Q1 2024 → Q2 2024: 35,891,271 shares bought and 20,375,532 shares sold, net +15,515,739 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 315 holders

Ameriprise Financial Inc. 0.14% Add +5.1% 40,764,394 $499.0M
Vanguard Group Inc. 0.00% Reduce -3.5% 18,992,325 $232.5M
BlackRock Inc. 0.00% Reduce -33.4% 14,568,768 $178.3M
Morgan Stanley 0.01% Add +59.0% 9,761,464 $119.5M
State Street Corp. 0.00% Add +5.0% 5,244,425 $64.2M
Geode Capital Management, LLC 0.01% Add +4.6% 4,706,339 $57.6M
Norges Bank 0.01% No change 4,192,939 $51.3M
JPMorgan Chase & Co. 0.00% Reduce -1.9% 4,012,981 $49.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% Reduce -8.8% 3,691,992 $45.2M
Clearbridge Investments, LLC 0.04% Reduce -14.8% 3,635,149 $44.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +573.1% 3,529,917 $43.2M
Public Investment Fund 0.23% No change 3,257,398 $39.9M
Two Sigma Investments, LP 0.09% Add +25.6% 3,084,789 $37.8M
Bank of America Corp. 0.00% Add +28.4% 2,959,146 $36.2M
Contour Asset Management LLC 1.22% New 2,956,633 $36.2M
Janus Henderson Group PLC 0.02% Add +2011.0% 2,618,324 $32.0M
Whale Rock Capital Management 0.42% New 2,448,364 $30.0M
Legal & General Group Plc 0.01% Add +1.1% 1,997,870 $24.5M
Northern Trust Corp. 0.00% Reduce -2.3% 1,886,343 $23.1M
Goldman Sachs Group Inc. 0.00% Add +13.4% 1,842,715 $22.6M
Charles Schwab Investment Management Inc. 0.00% Add +2.8% 1,685,824 $20.6M
Amundi 0.01% Reduce -0.1% 1,703,544 $20.2M
Neuberger Berman Group LLC 0.02% Reduce -8.8% 1,623,974 $19.9M
Jane Street Group, LLC 0.02% Add +243.3% 1,523,032 $18.6M
Millennium Management 0.02% New 1,495,906 $18.3M
JAT Capital Mgmt LP 2.81% New 1,465,611 $17.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% — 1,398,875 $17.3M
Electron Capital Partners, LLC 0.87% Add +2.0% 1,389,194 $17.0M
Two Sigma Advisers, LP 0.04% Reduce -23.7% 1,315,934 $16.1M
DigitalBridge Group, Inc. 1.27% Add +66.3% 1,160,389 $14.2M
Barclays PLC 0.01% Reduce -2.8% 1,132,168 $13.9M
Handelsbanken Fonder AB 0.06% Reduce -31.8% 1,047,169 $12.8M
UBS Group AG 0.00% Add +84.7% 992,782 $12.2M
Nomura Holdings Inc. 0.08% Reduce -0.8% 953,075 $11.7M
DekaBank Deutsche Girozentrale 0.02% Add +64.6% 830,405 $11.0M
Light Street Capital Management, LLC 2.68% New 899,881 $11.0M
Pinnacle Associates Ltd. 0.17% Add +48.6% 869,586 $10.6M
HSBC Holdings PLC 0.01% Reduce -3.2% 850,833 $10.5M
Voloridge Investment Management, LLC 0.04% New 831,411 $10.2M
First Trust Advisors LP 0.01% Reduce -14.9% 807,998 $9.9M
Squarepoint Ops LLC 0.04% Add +70.4% 798,680 $9.8M
Balyasny Asset Management L.P. 0.03% Add +181.9% 787,999 $9.6M
Bank of New York Mellon Corp 0.00% Add +15.1% 773,658 $9.5M
Verition Fund Management LLC 0.08% Add +56.4% 731,132 $8.9M
Vontobel Holding Ltd. 0.03% Reduce -3.7% 661,022 $8.1M
Invesco Ltd. 0.00% Reduce -26.8% 620,030 $7.6M
Artemis Investment Management LLP 0.10% New 612,916 $7.5M
Van Eck Associates Corp. 0.01% Reduce -42.2% 585,396 $7.2M
Bank of Montreal 0.00% Reduce -14.5% 452,946 $7.0M
Oxbow Capital Management (HK) Ltd 2.36% New 569,846 $7.0M
Qube Research & Technologies Ltd 0.01% New 556,897 $6.8M
Valiant Capital Management, L.P. 0.79% New 546,190 $6.7M
Deutsche Bank AG 0.00% Add +54.6% 546,060 $6.7M
Nuveen Asset Management, LLC 0.00% Add +3.7% 531,104 $6.5M
Marshall Wace, LLP 0.01% Add +30.0% 510,315 $6.2M
Select Equity Group, L.P. 0.02% Add +145.3% 504,693 $6.2M
Voya Investment Management LLC 0.01% Reduce -14.6% 487,994 $6.0M
Pier Capital, LLC 0.83% New 457,662 $5.6M
Rockefeller Capital Management L.P. 0.02% Reduce -5.6% 447,216 $5.5M
Baird Financial Group, Inc. 0.01% Add +4.8% 433,545 $5.3M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -10.5% 426,080 $5.2M
Raymond James & Associates 0.00% Add +12.2% 424,892 $5.2M
Hel Ved Capital Management Ltd 1.80% New 424,400 $5.2M
KBC Group NV 0.02% Reduce -0.2% 419,762 $5.1M
Erste Asset Management GmbH 0.07% Add +14.9% 381,189 $5.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +9.4% 402,408 $4.9M
Swiss National Bank 0.00% Add +0.6% 399,500 $4.9M
CANADA LIFE ASSURANCE Co 0.01% Reduce -34.3% 385,401 $4.7M
Mizuho Markets Americas LLC 0.13% Reduce -11.7% 379,366 $4.6M
Wellington Management Group LLP 0.00% New 343,261 $4.2M
Principal Financial Group Inc. 0.00% Add +1152.2% 324,509 $4.0M
Citadel Advisors 0.00% Reduce -24.4% 311,378 $3.8M
Storebrand Asset Management As 0.01% Reduce -28.9% 310,122 $3.8M
Rhumbline Advisers 0.00% Reduce -9.6% 303,267 $3.7M
Boothbay Fund Management, LLC 0.13% Add +45.1% 302,688 $3.7M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -78.5% 280,906 $3.7M
Wells Fargo & Company 0.00% Add +11.0% 298,193 $3.6M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -13.9% 295,328 $3.6M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -47.3% 292,513 $3.6M
Man Group plc 0.01% Add +479.0% 272,219 $3.3M
Avalon Trust Co 0.26% Reduce -0.9% 267,359 $3.3M
Alliancebernstein L.P. 0.00% Reduce -4.8% 266,427 $3.3M
Janney Montgomery Scott LLC 0.01% Add +359.9% 265,083 $3.2M
Peapack Gladstone Financial Corp. 0.05% Reduce -2.8% 260,399 $3.2M
Lumbard & Kellner, LLC 1.43% New 246,663 $3.0M
Alpha Wave Global, LP 0.98% No change 240,526 $2.9M
Korea Investment CORP 0.01% Reduce -5.5% 236,761 $2.9M
Macquarie Group Ltd. 0.00% New 207,604 $2.5M
Canal Insurance CO 0.65% Add +185.7% 200,000 $2.4M
BNP Paribas Financial Markets 0.00% Reduce -50.9% 199,430 $2.4M
California State Teachers Retirement System 0.00% Reduce -1.4% 197,976 $2.4M
Napean Trading & Investment Co (Singapore) PTE Ltd 0.56% New 191,701 $2.3M
Susquehanna Fundamental Investments, LLC 0.05% Reduce -19.5% 189,045 $2.3M
Family CFO Inc 1.42% Reduce -6.3% 188,507 $2.3M
FMR LLC 0.00% Add +66.7% 187,555 $2.3M
John G Ullman & Associates Inc. 0.34% Add +565.7% 184,400 $2.3M
Stifel Financial Corp. 0.00% Add +2.6% 177,142 $2.2M
Rafferty Asset Management, LLC 0.01% Add +20.9% 171,675 $2.1M
Flputnam Investment Management Co. 0.04% Add +8.1% 169,713 $2.1M
J. Goldman & Co LP 0.08% Add +1079.3% 169,565 $2.1M
L & S Advisors Inc 0.26% Add +0.4% 167,390 $2.0M
HarbourVest Partners LLC 1.06% No change 162,199 $2.0M
Susquehanna International Group, LLP 0.00% Add +11.9% 159,364 $2.0M
SIR Capital Management, L.P. 0.19% Add +223.3% 156,500 $1.9M
Captrust Financial Advisors 0.01% Reduce -7.0% 155,883 $1.9M
Nishkama Capital, LLC 0.27% New 147,650 $1.8M
Nicola Wealth Management LTD. 0.16% No change 145,000 $1.8M
Royal Bank of Canada 0.00% Add +12.9% 144,038 $1.8M
State of Wisconsin Investment Board 0.00% Reduce -24.5% 143,699 $1.8M
Roubaix Capital, LLC 1.11% New 143,186 $1.8M
Zevenbergen Capital Investments LLC 0.04% New 141,150 $1.7M
Penserra Capital Management LLC 0.02% Reduce -28.5% 137,244 $1.7M
Prelude Capital Management, LLC 0.14% New 132,328 $1.6M
MKP Capital Management, L.L.C. 0.14% New 131,000 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +9.1% 127,503 $1.6M
Frontier Capital Management Co. LLC 0.01% Reduce -31.2% 119,911 $1.5M
State of New Jersey Common Pension Fund D 0.01% New 119,836 $1.5M
Tidal Investments LLC 0.02% Add +259.5% 118,396 $1.4M
MetLife Investment Management, LLC 0.01% Add +13.0% 114,836 $1.4M
Manufacturers Life Insurance Company, The 0.00% Add +6.7% 114,705 $1.4M
PEAK6 Investments LLC 0.06% Add +113.5% 113,162 $1.4M
Corebridge Financial, Inc. 0.01% — 107,015 $1.3M
Citigroup Inc. 0.00% Add +33.5% 105,331 $1.3M
SG Americas Securities, LLC 0.01% Reduce -63.0% 105,279 $1.3M
Sherbrooke Park Advisers LLC 0.22% Add +389.3% 104,509 $1.3M
Prospera Financial Services Inc 0.03% Add +0.9% 92,341 $1.1M
Pictet Asset Management Holding SA 0.00% Add +200.3% 84,612 $1.0M
LPL Financial LLC 0.00% Add +50.5% 82,358 $1.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -12.8% 80,769 $989K
New York State Common Retirement Fund 0.00% Add +0.1% 79,425 $972K
Ensign Peak Advisors, Inc 0.00% Add +8.1% 77,417 $948K
Franklin Resources Inc. 0.00% Add +14.3% 77,340 $947K
CenterBook Partners LP 0.06% Add +53.5% 77,020 $943K
Monashee Investment Management LLC 0.12% New 75,000 $918K
First Foundation Advisors 0.03% Reduce -22.1% 72,821 $891K
Walleye Capital LLC 0.01% Add +30.9% 72,301 $885K
IMC-Chicago, LLC 0.03% Reduce -45.4% 71,927 $880K
Bokf, NA 0.02% New 70,325 $861K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.10% Reduce -2.7% 70,198 $859K
DAVENPORT & Co LLC 0.01% New 67,200 $823K
Point72 Asset Management 0.00% New 65,451 $801K
Tocqueville Asset Management L.P. 0.01% Add +7.3% 63,550 $778K
Iridian Asset Management LLC 0.17% No change 62,951 $771K
Mackenzie Financial Corp. 0.00% Reduce -20.8% 62,337 $763K
Wesbanco Bank Inc. 0.03% Reduce -24.4% 62,000 $759K
Raymond James Financial Services Advisors, Inc. 0.00% Add +5.1% 58,926 $721K
Dark Forest Capital Management LP 0.13% New 58,090 $711K
Arizona State Retirement System 0.00% Add +2.6% 56,886 $696K
Natixis Advisors, LLC 0.00% Add +45.9% 55,741 $682K
State Board of Administration of Florida Retirement System 0.00% Reduce -0.9% 55,009 $673K
Friedenthal Financial 0.42% New 54,653 $669K
Envestnet Asset Management Inc. 0.00% Add +79.3% 53,977 $661K
Hussman Strategic Advisors, Inc. 0.18% No change 52,500 $643K
Oppenheimer & Co. Inc. 0.01% Reduce -31.0% 52,409 $641K
Tower Research Capital LLC (TRC) 0.01% Add +1468.2% 51,985 $636K
Utah Retirement Systems 0.01% No change 51,930 $636K
Jefferies Financial Group Inc. 0.01% Reduce -30.8% 50,000 $612K
Osaic Holdings, Inc. 0.00% Reduce -71.9% 45,374 $555K
Sei Investments Co. 0.00% Add +86.2% 44,436 $544K
LRI Investments, LLC 0.06% New 40,000 $490K
Advisors Asset Management, Inc. 0.01% Add +6.3% 37,147 $455K
M&T Bank Corp 0.00% Add +63.9% 36,826 $451K
Banque Cantonale Vaudoise 0.02% Reduce -18.2% 36,613 $448K
Bessemer Group Inc. 0.00% No change 36,332 $445K
Nebula Research & Development LLC 0.07% New 36,325 $445K
Pathstone Holdings, LLC 0.00% Add +76.6% 36,090 $442K
Cohen & Steers, Inc. 0.00% New 36,020 $441K
NorthCoast Asset Management LLC 0.00% Reduce -4.1% 35,004 $428K
Creative Planning 0.00% Add +31.5% 34,394 $421K
Leonteq Securities AG 0.06% Reduce -55.7% 33,937 $415K
Aquatic Capital Management LLC 0.02% New 33,900 $415K
ProShare Advisors LLC 0.00% Reduce -28.0% 33,488 $410K
Steward Partners Investment Advisory, LLC 0.00% Add +9.3% 33,141 $406K
J. Safra Sarasin Holding AG 0.01% — 31,697 $388K
Symmetry Investments LP 0.05% Reduce -44.3% 31,000 $379K
Wellington Shields Capital Management, LLC 0.07% No change 30,000 $367K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -27.2% 29,427 $360K
Natixis 0.00% New 28,558 $350K
Virtu Financial LLC 0.02% New 26,949 $330K
Victory Capital Management Inc. 0.00% Reduce -4.0% 24,930 $305K
Mariner, LLC 0.00% Reduce -6.7% 24,315 $298K
Commonwealth Equity Services, LLC 0.00% Reduce -0.7% 23,777 $291K
Cetera Investment Advisers 0.00% Reduce -46.4% 23,362 $286K
Schonfeld Strategic Advisors LLC 0.00% New 23,290 $285K
GTS Securities LLC 0.01% Reduce -77.2% 22,688 $278K
Icon Wealth Advisors, LLC 0.02% Add +11.4% 19,534 $264K
Moors & Cabot, Inc. 0.01% New 21,510 $263K
Central Asset Investments & Management Holdings (HK) Ltd 0.18% New 21,300 $261K
Waldron Private Wealth LLC 0.01% Reduce -70.2% 21,106 $258K
Cresset Asset Management, LLC 0.00% Add +13.2% 20,976 $257K
Algert Global LLC 0.01% New 20,468 $251K
Cinctive Capital Management LP 0.01% Reduce -92.2% 20,000 $245K
PNC Financial Services Group, Inc. 0.00% Reduce -69.6% 19,424 $238K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.7% 19,209 $235K
Next Capital Management LLC 0.10% No change 18,622 $228K
Clearstead Advisors, LLC 0.00% Add +128.7% 18,443 $226K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -17.5% 18,242 $223K
B. Riley Wealth Advisors, Inc. 0.01% New 17,580 $215K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.3% 17,514 $214K
Headlands Technologies LLC 0.02% New 17,380 $213K
Comerica Bank 0.00% Reduce -27.5% 17,311 $212K
Bragg Financial Advisors, Inc 0.01% Reduce -25.0% 17,212 $211K
Vident Advisory, LLC 0.01% Reduce -26.1% 16,785 $205K
FNY Investment Advisers, LLC 0.14% Reduce -29.3% 16,267 $199K
Harbour Capital Advisors, LLC 0.05% New 17,375 $198K
Aigen Investment Management, LP 0.04% New 15,833 $194K
Marex Group Ltd 0.01% New 15,236 $186K
Public Employees Retirement Association of Colorado 0.00% No change 14,944 $183K
Prudential Financial Inc. 0.00% Add +7.2% 14,775 $181K
Long Run Wealth Advisors, LLC 0.04% Reduce -3.4% 14,429 $177K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -15.3% 14,006 $171K
Chilton Capital Management LLC 0.01% No change 13,000 $159K
Canton Hathaway, LLC 0.04% New 13,000 $159K
Stratos Wealth Partners, LTD. 0.00% New 12,940 $158K
Sender Co & Partners, Inc. 0.18% New 12,733 $156K
Xponance LLC 0.00% Add +7.8% 12,542 $154K
nVerses Capital, LLC 0.09% Add +384.0% 12,100 $148K
Orion Capital Management LLC 0.08% Reduce -18.4% 12,000 $147K
Alpine Global Management, LLC 0.03% New 11,909 $146K
International Assets Investment Management, LLC 0.01% New 11,650 $143K
Equitable Holdings, Inc. 0.00% No change 11,462 $140K
Corient Private Wealth LP 0.00% No change 11,342 $139K
Global Retirement Partners, LLC 0.00% Add +5.1% 11,220 $137K
Smithfield Trust Co 0.01% Add +27.4% 10,721 $132K
Two Sigma Securities, LLC 0.01% New 10,400 $127K
Hartline Investment Corp./ 0.02% New 10,312 $126K
HighTower Advisors, LLC 0.00% Reduce -33.0% 10,116 $123K
Tsfg, LLC 0.03% No change 10,006 $122K
Fairman Group, LLC 0.12% No change 9,844 $120K
CIBC Private Wealth Group LLC 0.00% Reduce -4.0% 8,390 $104K
Itau Unibanco Holding S.A. 0.00% New 8,385 $103K
EntryPoint Capital, LLC 0.05% New 8,326 $102K
Amalgamated Bank 0.00% Add +3.1% 6,767 $83K
Lazard Asset Management LLC 0.00% Reduce -95.7% 6,083 $74K
NewEdge Advisors, LLC 0.00% Add +9.5% 5,741 $70K
Mather Group, Llc. 0.00% New 5,876 $66K
Nordwand Advisors, LLC 0.03% No change 4,686 $57K
Gilliland Jeter Wealth Management LLC 0.02% New 4,300 $53K
US Bancorp \de 0.00% Add +36.7% 3,899 $48K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 3,800 $47K
AlphaQuest LLC 0.01% Add +2780.0% 3,600 $44K
IFP Advisors, Inc 0.00% No change 3,450 $42K
ORG Partners LLC 0.01% New 3,550 $40K
STRS Ohio 0.00% New 3,200 $39K
Private Trust Co. NA 0.00% No change 3,000 $37K
Cwm, LLC 0.00% Reduce -15.9% 2,399 $29K
Nisa Investment Advisors, LLC 0.00% Add +13.4% 2,130 $26K
Parallel Advisors, LLC 0.00% Add +7.3% 1,893 $23K
MeadowBrook Investment Advisors LLC 0.02% Add +31.3% 1,890 $23K
Millburn Ridgefield LLC 0.00% Reduce -45.0% 1,811 $22K
Catalyst Capital Advisors LLC 0.00% Reduce -45.0% 1,811 $22K
Register Financial Advisors LLC 0.01% No change 1,723 $21K
Federation des caisses Desjardins du Quebec 0.00% No change 1,650 $20K
GAMMA Investing LLC 0.00% Add +10.6% 1,602 $20K
National Bank of Canada 0.00% Add +115.4% 1,400 $16K
Global X Japan Co., Ltd. 0.00% No change 1,156 $14K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -32.9% 1,030 $13K
Allworth Financial LP 0.00% Add +20.2% 899 $13K
Key Financial Inc 0.00% No change 1,000 $12K
Salem Investment Counselors Inc. 0.00% No change 1,000 $12K
Sachetta, LLC 0.00% No change 853 $11K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -71.3% 679 $8K
Eagle Bay Advisors LLC 0.01% No change 668 $8K
Montag A & Associates Inc. 0.00% No change 619 $8K
Lindbrook Capital, LLC 0.00% Add +939.3% 582 $7K
Center for Financial Planning, Inc. 0.00% No change 579 $7K
Family Firm, Inc. 0.00% New 525 $6K
Farther Finance Advisors, LLC 0.00% Add +2.4% 555 $6K
Ramirez Asset Management, Inc. 0.00% No change 500 $6K
Blue Trust, Inc. 0.00% New 540 $6K
Sound Income Strategies, LLC 0.00% No change 477 $6K
Gleason Group, Inc. 0.00% No change 435 $5K
Whittier Trust Co. 0.00% No change 411 $5K
Paladin Advisory Group, LLC 0.00% No change 418 $5K
Principal Securities, Inc. 0.00% Add +80.6% 298 $4K
Operose Advisors LLC 0.00% No change 293 $4K
Sunbelt Securities, Inc. 0.00% No change 280 $3K
TD Waterhouse Canada Inc. 0.00% Reduce -98.6% 300 $3K
EverSource Wealth Advisors, LLC 0.00% Add +6.4% 251 $3K
Cedar Mountain Advisors, LLC 0.00% No change 259 $3K
Geneos Wealth Management Inc. 0.00% No change 230 $3K
Signaturefd, LLC 0.00% No change 229 $3K
Hexagon Capital Partners LLC 0.00% No change 224 $3K
Brown Brothers Harriman & Co. 0.00% No change 220 $3K
Main Street Group, LTD 0.00% No change 220 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 200 $2K
Adirondack Trust Co. 0.00% No change 200 $2K
Spire Wealth Management 0.00% No change 200 $2K
Quadrant Capital Group LLC 0.00% Add +6.1% 192 $2K
Sandy Spring Bank 0.00% No change 165 $2K
McIlrath & Eck, LLC 0.00% No change 142 $2K
Venturi Wealth Management, LLC 0.00% No change 140 $2K
Strategic Financial Concepts, LLC 0.00% New 13,128 $2K
JFS Wealth Advisors, LLC 0.00% No change 125 $2K
Cape Investment Advisory, Inc. 0.00% No change 120 $1K
Valued Wealth Advisors LLC 0.00% No change 119 $1K
Tyler-Stone Wealth Management 0.00% No change 111 $1K
Blume Capital Management, Inc. 0.00% No change 100 $1K
Hoey Investments, Inc. 0.00% No change 100 $1K
Rothschild Investment LLC 0.00% Add +375.0% 95 $1K
Valley National Advisers Inc. 0.00% New 90 $1K
Benjamin F. Edwards & Company, Inc. 0.00% New 57 $1K
ICA Group Wealth Management, LLC 0.00% No change 70 $857
Harbour Investments, Inc. 0.00% No change 70 $857
Smartleaf Asset Management LLC 0.00% New 58 $756
Centiva Capital, LP 0.00% New 59 $722
Tucker Asset Management LLC 0.00% No change 50 $612
Your Advocates Ltd., LLP 0.00% Reduce -18.2% 45 $551
Gen-Wealth Partners Inc 0.00% No change 43 $526
Continuum Advisory, LLC 0.00% No change 40 $490
Redwood Wealth Management Group, LLC 0.00% New 32 $392
Russell Investments Group, Ltd. 0.00% Reduce -100.0% 20 $245
Creekmur Asset Management LLC 0.00% New 19 $233
Avion Wealth 0.00% New 30 $0
Covestor Ltd 0.00% No change 18 $0

"% of holder's portfolio" is BE's weight in each manager's 13F, not the share of Bloom Energy Corp. Class A the manager owns.