Beryl Capital Management’s Bloom Energy BE Stock Holding History

Beryl Capital Management’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 Q3	–	Sell	-117,751	Closed	-$2.82M	–	9
2025 Q2	$2.82M	Buy	+117,751	New	+$2.28M	0.42%	19

Other funds holding BE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GAMA

Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Beryl Capital Management's BE Position: Q3 2025 in Review

Beryl Capital Management sold out of Bloom Energy (BE) in Q3 2025, closing a stake of 117,751 shares — an estimated $2.82M sold.

Beryl Capital Management first reported a position in BE in Q2 2025 and held it in 1 quarter. The position peaked at $2.82M in Q2 2025. 600 funds tracked by Wall St. Rank hold BE as of Q3 2025.

Beryl Capital Management reported no remaining Bloom Energy position as of Q3 2025 after selling out during the quarter.
Beryl Capital Management sold 117,751 Bloom Energy shares in Q3 2025, an estimated $2.82M.
Beryl Capital Management first reported a position in Bloom Energy in Q2 2025 and held it in 1 quarter.
Beryl Capital Management's Bloom Energy position peaked at $2.82M in Q2 2025.
600 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2025.

Based on Beryl Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.