AIS
BE icon

AM Investment Strategies’s Bloom Energy BE Stock Holding History

AM Investment Strategies’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
2024
Q2 		– Sell
-20,000
Closed -$225K – 109
2024
Q1 		$225K Buy
20,000
+10,000
+100% +$110K 0.06% 98
2023
Q4 		$148K Hold
10,000
– – 0.04% 102
2023
Q3 		$133K Buy
+10,000
New +$157K 0.04% 87

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AM Investment Strategies's BE Position: Q2 2024 in Review

AM Investment Strategies sold out of Bloom Energy (BE) in Q2 2024, closing a stake of 20,000 shares — an estimated $225K sold.

AM Investment Strategies first reported a position in BE in Q3 2023 and held it in 3 quarters. The position peaked at $225K in Q1 2024. 315 funds tracked by Wall St. Rank hold BE as of Q2 2024.

  • AM Investment Strategies reported no remaining Bloom Energy position as of Q2 2024 after selling out during the quarter.
  • AM Investment Strategies sold 20,000 Bloom Energy shares in Q2 2024, an estimated $225K.
  • AM Investment Strategies first reported a position in Bloom Energy in Q3 2023 and held it in 3 quarters.
  • AM Investment Strategies's Bloom Energy position peaked at $225K in Q1 2024.
  • 315 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2024.

Based on AM Investment Strategies's 13F filing for Q2 2024, filed 29 Jul 2024.