Covalis Capital’s Bloom Energy BE Stock Holding History

Covalis Capital’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 Q3	–	Sell	-309,959	Closed	-$7.41M	–	56
2025 Q2	$7.41M	Buy	+309,959	New	+$6M	0.9%	32
2024 Q2	–	Sell	-1,793,357	Closed	-$20.2M	–	65
2024 Q1	$20.2M	Buy	+1,793,357	New	+$19.7M	2.49%	10

Other funds holding BE

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

GAMA

Graticule Asia Macro Advisors New York $649M AUM

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Covalis Capital's BE Position: Q3 2025 in Review

Covalis Capital sold out of Bloom Energy (BE) in Q3 2025, closing a stake of 309,959 shares — an estimated $7.41M sold.

Covalis Capital first reported a position in BE in Q1 2024 and held it in 2 quarters. The position peaked at $20.2M in Q1 2024. 600 funds tracked by Wall St. Rank hold BE as of Q3 2025.

Covalis Capital reported no remaining Bloom Energy position as of Q3 2025 after selling out during the quarter.
Covalis Capital sold 309,959 Bloom Energy shares in Q3 2025, an estimated $7.41M.
Covalis Capital first reported a position in Bloom Energy in Q1 2024 and held it in 2 quarters.
Covalis Capital's Bloom Energy position peaked at $20.2M in Q1 2024.
600 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2025.

Based on Covalis Capital's 13F filing for Q3 2025, filed 13 Nov 2025.