Coatue Management’s Bloom Energy BE Stock Holding History

Coatue 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
2024 Q1	–	Sell	-4,436,901	Closed	-$65.7M	–	97
2023 Q4	$65.7M	Buy	4,436,901 +978,053	+28%	+$12.2M	0.28%	46
2023 Q3	$45.9M	Sell	3,458,848 -638,423	-16%	-$10M	0.23%	44
2023 Q2	$67M	Buy	+4,097,271	New	+$66.2M	0.33%	36

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Coatue Management's BE Position: Q1 2024 in Review

Coatue Management sold out of Bloom Energy (BE) in Q1 2024, closing a stake of 4,436,901 shares — an estimated $65.7M sold.

Coatue Management first reported a position in BE in Q2 2023 and held it in 3 quarters. The position peaked at $67M in Q2 2023. 292 funds tracked by Wall St. Rank hold BE as of Q1 2024.

Coatue Management reported no remaining Bloom Energy position as of Q1 2024 after selling out during the quarter.
Coatue Management sold 4,436,901 Bloom Energy shares in Q1 2024, an estimated $65.7M.
Coatue Management first reported a position in Bloom Energy in Q2 2023 and held it in 3 quarters.
Coatue Management's Bloom Energy position peaked at $67M in Q2 2023.
292 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2024.

Based on Coatue Management's 13F filing for Q1 2024, filed 15 May 2024.