Algert Global’s Bloom Energy BE Stock Holding History

Algert Global’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
2026 Q1	$10.1M	Sell	74,547 -18,505	-20%	-$2.72M	0.15%	201
2025 Q4	$8.09M	Sell	93,052 -70,259	-43%	-$7.38M	0.13%	280
2025 Q3	$13.8M	Buy	163,311 +79,421	+95%	+$3.69M	0.23%	108
2025 Q2	$2.01M	Sell	83,890 -23,370	-22%	-$452K	0.04%	633
2025 Q1	$2.11M	Buy	107,260 +61,120	+132%	+$1.46M	0.05%	587
2024 Q4	$1.02M	Buy	+46,140	New	+$809K	0.02%	781
2024 Q3	–	Sell	-20,468	Closed	-$251K	–	1217
2024 Q2	$251K	Buy	+20,468	New	+$261K	0.01%	1193
2023 Q2	–	Sell	-29,490	Closed	-$588K	–	1093
2023 Q1	$588K	Buy	+29,490	New	+$646K	0.03%	781
2022 Q3	–	Sell	-18,860	Closed	-$311K	–	1179
2022 Q2	$311K	Sell	18,860 -29,217	-61%	-$535K	0.02%	903
2022 Q1	$1.16M	Buy	48,077 +38,911	+425%	+$760K	0.08%	466
2021 Q4	$201K	Sell	9,166 -4,500	-33%	-$114K	0.03%	855
2021 Q3	$256K	Sell	13,666 -563	-4%	-$11.9K	0.03%	817
2021 Q2	$382K	Buy	14,229 +3,946	+38%	+$95.7K	0.13%	229
2021 Q1	$278K	Buy	+10,283	New	+$335K	0.09%	319

Other funds holding BE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Situational Awareness San Francisco, California $3.86B AUM 334.5% 1-Year Est. Return

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

Geode Capital Management

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return