Advisors Asset Management’s Bloom Energy BE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
85,180
-1,485
| -2% | -$35.5K | 0.04% | 569 |
|
|
2025
Q1 | $1.7M | Buy |
86,665
+26,077
| +43% | +$513K | 0.03% | 603 |
|
|
2024
Q4 | $1.35M | Buy |
60,588
+6,448
| +12% | +$143K | 0.02% | 665 |
|
|
2024
Q3 | $572K | Buy |
54,140
+16,993
| +46% | +$179K | 0.01% | 899 |
|
|
2024
Q2 | $455K | Buy |
37,147
+2,219
| +6% | +$27.2K | 0.01% | 925 |
|
|
2024
Q1 | $393K | Buy |
34,928
+749
| +2% | +$8.42K | 0.01% | 973 |
|
|
2023
Q4 | $506K | Buy |
34,179
+8,059
| +31% | +$119K | 0.01% | 888 |
|
|
2023
Q3 | $346K | Buy |
26,120
+2,878
| +12% | +$38.2K | 0.01% | 997 |
|
|
2023
Q2 | $380K | Sell |
23,242
-1,815
| -7% | -$29.7K | 0.01% | 1001 |
|
|
2023
Q1 | $499K | Sell |
25,057
-4,309
| -15% | -$85.9K | 0.01% | 936 |
|
|
2022
Q4 | $561K | Buy |
29,366
+1,005
| +4% | +$19.2K | 0.01% | 899 |
|
|
2022
Q3 | $567K | Buy |
28,361
+2,602
| +10% | +$52K | 0.01% | 899 |
|
|
2022
Q2 | $425K | Sell |
25,759
-372
| -1% | -$6.14K | 0.01% | 986 |
|
|
2022
Q1 | $631K | Buy |
26,131
+9,692
| +59% | +$234K | 0.01% | 943 |
|
|
2021
Q4 | $361K | Buy |
+16,439
| New | +$361K | 0.01% | 1094 |
|