Covestor’s Bloom Energy BE Stock Holding History

Covestor’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	$29K	Sell	213 -293	-58%	-$43K	0.02%	958
2025 Q4	$44K	Buy	506 +6	+1%	+$630	0.02%	950
2025 Q3	$42K	Sell	500 -112	-18%	-$5.2K	0.02%	979
2025 Q2	$15K	Buy	612 +5	+0.8%	+$97	0.01%	1341
2025 Q1	$12K	Buy	607 +595	+4,958%	+$14.2K	0.01%	1380
2024 Q4	$0	Hold	12	–	–	﹤0.01%	2238
2024 Q3	$0	Sell	12 -6	-33%	-$71	﹤0.01%	2218
2024 Q2	$0	Hold	18	–	–	﹤0.01%	2245
2024 Q1	$0	Buy	18 +5	+38%	+$55	﹤0.01%	2240
2023 Q4	$0	Buy	13 +4	+44%	+$50	﹤0.01%	2151
2023 Q3	$0	Sell	9 -2	-18%	-$31	﹤0.01%	2120
2023 Q2	$0	Hold	11	–	–	﹤0.01%	2133
2023 Q1	$0	Sell	11 -3	-21%	-$66	﹤0.01%	2024
2022 Q4	$0	Sell	14 -1	-7%	-$20	﹤0.01%	2071
2022 Q3	$0	Sell	15 -5	-25%	-$113	﹤0.01%	1995
2022 Q2	$0	Sell	20 -4	-17%	-$73	﹤0.01%	1914
2022 Q1	$1K	Buy	24 +1	+4%	+$20	﹤0.01%	1736
2021 Q4	$1K	Buy	+23	New	+$582	﹤0.01%	1646

Other funds holding BE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Situational Awareness San Francisco, California $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

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