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Bosun Asset Management’s Bloom Energy BE Stock Holding History

Bosun Asset 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
-34,042
Closed -$814K – 90
2025
Q2 		$814K Sell
34,042
-84,820
-71% -$1.64M 0.24% 91
2025
Q1 		$2.34M Buy
118,862
+87,581
+280% +$2.09M 1% 20
2024
Q4 		$695K Buy
+31,281
New +$548K 0.3% 96

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
GAMA
Graticule Asia Macro Advisors New York $649M AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Bosun Asset Management's BE Position: Q3 2025 in Review

Bosun Asset Management sold out of Bloom Energy (BE) in Q3 2025, closing a stake of 34,042 shares — an estimated $814K sold.

Bosun Asset Management first reported a position in BE in Q4 2024 and held it in 3 quarters. The position peaked at $2.34M in Q1 2025. 600 funds tracked by Wall St. Rank hold BE as of Q3 2025.

  • Bosun Asset Management reported no remaining Bloom Energy position as of Q3 2025 after selling out during the quarter.
  • Bosun Asset Management sold 34,042 Bloom Energy shares in Q3 2025, an estimated $814K.
  • Bosun Asset Management first reported a position in Bloom Energy in Q4 2024 and held it in 3 quarters.
  • Bosun Asset Management's Bloom Energy position peaked at $2.34M in Q1 2025.
  • 600 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2025.

Based on Bosun Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.