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Counterpoint Mutual Funds’s Bloom Energy BE Stock Holding History

Counterpoint Mutual Funds’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 		– Sell
-6,712
Closed -$568K – 365
2025
Q3 		$568K Buy
+6,712
New +$312K 0.04% 81
2022
Q4 		– Sell
-4,459
Closed -$89K – 329
2022
Q3 		$89K Buy
+4,459
New +$100K 0.22% 224

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $20.2B AUM 612.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return

Counterpoint Mutual Funds's BE Position: Q4 2025 in Review

Counterpoint Mutual Funds sold out of Bloom Energy (BE) in Q4 2025, closing a stake of 6,712 shares — an estimated $568K sold.

Counterpoint Mutual Funds first reported a position in BE in Q3 2022 and held it in 2 quarters. The position peaked at $568K in Q3 2025. 799 funds tracked by Wall St. Rank hold BE as of Q4 2025.

  • Counterpoint Mutual Funds reported no remaining Bloom Energy position as of Q4 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 6,712 Bloom Energy shares in Q4 2025, an estimated $568K.
  • Counterpoint Mutual Funds first reported a position in Bloom Energy in Q3 2022 and held it in 2 quarters.
  • Counterpoint Mutual Funds's Bloom Energy position peaked at $568K in Q3 2025.
  • 799 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2025, filed 12 Feb 2026.