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Corient Private Wealth’s
Bloom Energy
BE
Stock Holding History
Corient Private Wealth’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
2026
Q1
$7.27M
Sell
53,869
-876,875
-94%
-$129M
0.01%
730
2025
Q4
$6.24M
Buy
930,744
+907,910
+3,976%
+$95.4M
﹤0.01%
960
2025
Q3
$743K
Buy
22,834
+12,999
+132%
+$604K
﹤0.01%
1577
2025
Q2
$235K
Buy
+9,835
New
+$190K
﹤0.01%
2135
2025
Q1
–
Sell
-9,835
Closed
-$218K
–
2297
2024
Q4
$218K
Sell
9,835
-1,672
-15%
-$29.3K
﹤0.01%
2070
2024
Q3
$122K
Buy
11,507
+165
+1%
+$1.96K
﹤0.01%
2302
2024
Q2
$139K
Hold
11,342
–
–
﹤0.01%
2173
2024
Q1
$127K
Sell
11,342
-598
-5%
-$6.57K
﹤0.01%
2157
2023
Q4
$177K
Sell
11,940
-695
-6%
-$8.7K
﹤0.01%
2097
2023
Q3
$168K
Sell
12,635
-58
-0.5%
-$909
﹤0.01%
1953
2023
Q2
$208K
Hold
12,693
–
–
﹤0.01%
1860
2023
Q1
$253K
Buy
+12,693
New
+$278K
﹤0.01%
1687
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1-Year Est. Return
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$431B AUM
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$1.91T AUM
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$4.04T AUM
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
SA
Situational Awareness
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$3.86B AUM
334.5%
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
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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