Corient Private Wealth’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
$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

Other funds holding BE