Cetera Investment Advisers’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 | $20.5M | Buy |
150,972
+62,729
| +71% | +$9.21M | 0.02% | 670 |
|
|
2025
Q4 | $7.67M | Buy |
88,243
+7,799
| +10% | +$819K | 0.01% | 1194 |
|
|
2025
Q3 | $6.8M | Buy |
80,444
+18,862
| +31% | +$876K | 0.01% | 1201 |
|
|
2025
Q2 | $1.47M | Buy |
61,582
+30,605
| +99% | +$593K | ﹤0.01% | 2072 |
|
|
2025
Q1 | $609K | Buy |
30,977
+7,135
| +30% | +$170K | ﹤0.01% | 2676 |
|
|
2024
Q4 | $530K | Buy |
23,842
+3,956
| +20% | +$69.3K | ﹤0.01% | 2634 |
|
|
2024
Q3 | $210K | Sell |
19,886
-3,476
| -15% | -$41.2K | ﹤0.01% | 3344 |
|
|
2024
Q2 | $286K | Sell |
23,362
-20,201
| -46% | -$257K | ﹤0.01% | 3075 |
|
|
2024
Q1 | $490K | Buy |
43,563
+17,965
| +70% | +$197K | ﹤0.01% | 2623 |
|
|
2023
Q4 | $379K | Sell |
25,598
-177
| -0.7% | -$2.21K | ﹤0.01% | 1646 |
|
|
2023
Q3 | $342K | Sell |
25,775
-93
| -0.4% | -$1.46K | ﹤0.01% | 1637 |
|
|
2023
Q2 | $423K | Sell |
25,868
-1,110
| -4% | -$17.9K | ﹤0.01% | 1544 |
|
|
2023
Q1 | $538K | Buy |
26,978
+333
| +1% | +$7.29K | ﹤0.01% | 1386 |
|
|
2022
Q4 | $509K | Buy |
+26,645
| New | +$523K | ﹤0.01% | 1366 |
|
|
2022
Q3 | – | Sell |
-30,074
| Closed | -$496K | – | 1746 |
|
|
2022
Q2 | $496K | Sell |
30,074
-1,308
| -4% | -$23.9K | 0.01% | 1104 |
|
|
2022
Q1 | $758K | Buy |
31,382
+1,645
| +6% | +$32.1K | 0.01% | 922 |
|
|
2021
Q4 | $652K | Sell |
29,737
-1,119
| -4% | -$28.3K | 0.01% | 1028 |
|
|
2021
Q3 | $578K | Buy |
30,856
+3,584
| +13% | +$75.8K | 0.01% | 1056 |
|
|
2021
Q2 | $733K | Buy |
27,272
+1,586
| +6% | +$38.5K | 0.01% | 906 |
|
|
2021
Q1 | $695K | Sell |
25,686
-738
| -3% | -$24.1K | 0.01% | 814 |
|
|
2020
Q4 | $757K | Buy |
+26,424
| New | +$564K | 0.02% | 776 |
|
Other funds holding BE
VPM
VCM
SA
