CIBC Private Wealth Group
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CIBC Private Wealth Group’s Bloom Energy BE Stock Holding History

CIBC Private Wealth Group’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
Q4 		$1.83M Buy
21,089
+579
+3% +$60.8K ﹤0.01% 593
2025
Q3 		$1.73M Sell
20,510
-4,743
-19% -$220K ﹤0.01% 597
2025
Q2 		$604K Buy
25,253
+18,224
+259% +$353K ﹤0.01% 788
2025
Q1 		$120K Buy
7,029
+1,639
+30% +$39.1K ﹤0.01% 1285
2024
Q4 		$131K Sell
5,390
-2,200
-29% -$38.6K ﹤0.01% 1323
2024
Q3 		$80.2K Sell
7,590
-800
-10% -$9.49K ﹤0.01% 1585
2024
Q2 		$104K Sell
8,390
-352
-4% -$4.49K ﹤0.01% 1385
2024
Q1 		$103K Buy
+8,742
New +$96.1K ﹤0.01% 1386
2022
Q2 		– Sell
-8,501
Closed -$205K – 1199
2022
Q1 		$205K Buy
+8,501
New +$166K ﹤0.01% 951
2021
Q4 		– Sell
-11,098
Closed -$208K – 1013
2021
Q3 		$208K Sell
11,098
-9,401
-46% -$199K ﹤0.01% 891
2021
Q2 		$551K Sell
20,499
-1,200
-6% -$29.1K ﹤0.01% 781
2021
Q1 		$587K Sell
21,699
-1,160
-5% -$37.8K ﹤0.01% 775
2020
Q4 		$655K Buy
22,859
+11,079
+94% +$236K ﹤0.01% 722
2020
Q3 		$212K Buy
+11,780
New +$176K ﹤0.01% 832
2020
Q2 		– Sell
-11,780
Closed -$62K – 609
2020
Q1 		$62K Sell
11,780
-594
-5% -$5.04K ﹤0.01% 825
2019
Q4 		$92K Sell
12,374
-8,908
-42% -$43.2K ﹤0.01% 882
2019
Q3 		$69K Hold
21,282
– – ﹤0.01% 875
2019
Q2 		$261K Sell
21,282
-500
-2% -$6.13K ﹤0.01% 842
2019
Q1 		$281K Buy
+21,782
New +$266K ﹤0.01% 833

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $649M AUM

CIBC Private Wealth Group's BE Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Bloom Energy (BE) stake by 2.8% in Q4 2025, buying an estimated $60.8K and bringing the position to 21,089 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #593.

CIBC Private Wealth Group first reported a position in BE in Q1 2019 and has held it in 19 quarters since. 797 funds tracked by Wall St. Rank hold BE as of Q4 2025.

  • CIBC Private Wealth Group held 21,089 shares of Bloom Energy worth $1.83M as of Q4 2025.
  • CIBC Private Wealth Group bought 579 Bloom Energy shares in Q4 2025, an estimated $60.8K.
  • Bloom Energy made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #593 holding.
  • CIBC Private Wealth Group first reported a position in Bloom Energy in Q1 2019 and has held it in 19 quarters since.
  • 797 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.