3Chopt Investment Partners’s Bloom Energy BE Stock Holding History

3Chopt Investment Partners’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
2025 Q2	–	Sell	-20,314	Closed	-$399K	–	231
2025 Q1	$399K	Buy	+20,314	New	+$485K	0.1%	147

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

3Chopt Investment Partners's BE Position: Q2 2025 in Review

3Chopt Investment Partners sold out of Bloom Energy (BE) in Q2 2025, closing a stake of 20,314 shares — an estimated $399K sold.

3Chopt Investment Partners first reported a position in BE in Q1 2025 and held it in 1 quarter. The position peaked at $399K in Q1 2025. 386 funds tracked by Wall St. Rank hold BE as of Q2 2025.

3Chopt Investment Partners reported no remaining Bloom Energy position as of Q2 2025 after selling out during the quarter.
3Chopt Investment Partners sold 20,314 Bloom Energy shares in Q2 2025, an estimated $399K.
3Chopt Investment Partners first reported a position in Bloom Energy in Q1 2025 and held it in 1 quarter.
3Chopt Investment Partners's Bloom Energy position peaked at $399K in Q1 2025.
386 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2025.

Based on 3Chopt Investment Partners's 13F filing for Q2 2025, filed 24 Jul 2025.