CAPTRUST Financial Advisors’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12M | Buy |
88,376
+236
| +0.3% | +$34.6K | 0.02% | 493 |
|
|
2025
Q4 | $7.66M | Sell |
88,140
-6,544
| -7% | -$688K | 0.01% | 550 |
|
|
2025
Q3 | $8.01M | Sell |
94,684
-18,702
| -16% | -$869K | 0.02% | 523 |
|
|
2025
Q2 | $2.71M | Sell |
113,386
-267
| -0.2% | -$5.17K | 0.01% | 848 |
|
|
2025
Q1 | $2.23M | Sell |
113,653
-12,553
| -10% | -$300K | 0.01% | 858 |
|
|
2024
Q4 | $2.8M | Sell |
126,206
-43,807
| -26% | -$768K | 0.01% | 745 |
|
|
2024
Q3 | $1.8M | Buy |
170,013
+14,130
| +9% | +$168K | 0.01% | 901 |
|
|
2024
Q2 | $1.91M | Sell |
155,883
-11,676
| -7% | -$149K | 0.01% | 845 |
|
|
2024
Q1 | $1.88M | Buy |
167,559
+4,451
| +3% | +$48.9K | 0.01% | 832 |
|
|
2023
Q4 | $2.41M | Sell |
163,108
-17,052
| -9% | -$213K | 0.01% | 831 |
|
|
2023
Q3 | $2.39M | Sell |
180,160
-3,063
| -2% | -$48K | 0.01% | 798 |
|
|
2023
Q2 | $3M | Buy |
183,223
+8,429
| +5% | +$136K | 0.01% | 687 |
|
|
2023
Q1 | $3.48M | Buy |
174,794
+398
| +0.2% | +$8.71K | 0.02% | 572 |
|
|
2022
Q4 | $3.33M | Sell |
174,396
-5,575
| -3% | -$109K | 0.02% | 561 |
|
|
2022
Q3 | $3.6M | Buy |
179,971
+104,807
| +139% | +$2.36M | 0.02% | 492 |
|
|
2022
Q2 | $1.24M | Sell |
75,164
-27
| -0% | -$494 | 0.01% | 750 |
|
|
2022
Q1 | $1.82M | Sell |
75,191
-4,512
| -6% | -$88.1K | 0.01% | 624 |
|
|
2021
Q4 | $1.75M | Sell |
79,703
-42,548
| -35% | -$1.08M | 0.01% | 600 |
|
|
2021
Q3 | $2.29M | Buy |
122,251
+34,084
| +39% | +$721K | 0.02% | 494 |
|
|
2021
Q2 | $2.37M | Sell |
88,167
-11,006
| -11% | -$267K | 0.02% | 454 |
|
|
2021
Q1 | $2.68M | Buy |
99,173
+59,638
| +151% | +$1.94M | 0.03% | 399 |
|
|
2020
Q4 | $1.13M | Sell |
39,535
-3,635
| -8% | -$77.6K | 0.02% | 573 |
|
|
2020
Q3 | $746K | Buy |
43,170
+11,405
| +36% | +$170K | 0.01% | 596 |
|
|
2020
Q2 | $333K | Buy |
+31,765
| New | +$248K | 0.01% | 834 |
|
Other funds holding BE
VPM
VCM
SA
