Creative Planning’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 | $23.2M | Buy |
171,286
+38,893
| +29% | +$5.71M | 0.02% | 381 |
|
|
2025
Q4 | $11.5M | Buy |
132,393
+22,043
| +20% | +$2.32M | 0.01% | 563 |
|
|
2025
Q3 | $9.33M | Buy |
110,350
+56,311
| +104% | +$2.62M | 0.01% | 597 |
|
|
2025
Q2 | $1.29M | Sell |
54,039
-676
| -1% | -$13.1K | ﹤0.01% | 1649 |
|
|
2025
Q1 | $1.08M | Buy |
54,715
+15,647
| +40% | +$374K | ﹤0.01% | 1659 |
|
|
2024
Q4 | $868K | Buy |
39,068
+6,907
| +21% | +$121K | ﹤0.01% | 1746 |
|
|
2024
Q3 | $340K | Sell |
32,161
-2,233
| -6% | -$26.5K | ﹤0.01% | 2423 |
|
|
2024
Q2 | $421K | Buy |
34,394
+8,244
| +32% | +$105K | ﹤0.01% | 2080 |
|
|
2024
Q1 | $294K | Sell |
26,150
-1,344
| -5% | -$14.8K | ﹤0.01% | 2270 |
|
|
2023
Q4 | $407K | Buy |
27,494
+305
| +1% | +$3.82K | ﹤0.01% | 1851 |
|
|
2023
Q3 | $361K | Sell |
27,189
-8,761
| -24% | -$137K | ﹤0.01% | 1790 |
|
|
2023
Q2 | $588K | Sell |
35,950
-1,961
| -5% | -$31.7K | ﹤0.01% | 1450 |
|
|
2023
Q1 | $756K | Sell |
37,911
-5,771
| -13% | -$126K | ﹤0.01% | 1227 |
|
|
2022
Q4 | $835K | Sell |
43,682
-658
| -1% | -$12.9K | ﹤0.01% | 1126 |
|
|
2022
Q3 | $886K | Buy |
44,340
+1,562
| +4% | +$35.2K | ﹤0.01% | 1012 |
|
|
2022
Q2 | $706K | Buy |
42,778
+366
| +0.9% | +$6.7K | ﹤0.01% | 1131 |
|
|
2022
Q1 | $1.02M | Buy |
42,412
+11,079
| +35% | +$216K | ﹤0.01% | 967 |
|
|
2021
Q4 | $687K | Sell |
31,333
-1,729
| -5% | -$43.7K | ﹤0.01% | 1130 |
|
|
2021
Q3 | $619K | Buy |
33,062
+54
| +0.2% | +$1.14K | ﹤0.01% | 1181 |
|
|
2021
Q2 | $887K | Sell |
33,008
-1,543
| -4% | -$37.4K | ﹤0.01% | 990 |
|
|
2021
Q1 | $935K | Buy |
34,551
+1,968
| +6% | +$64.2K | ﹤0.01% | 1062 |
|
|
2020
Q4 | $934K | Sell |
32,583
-12,372
| -28% | -$264K | ﹤0.01% | 987 |
|
|
2020
Q3 | $808K | Buy |
44,955
+14,395
| +47% | +$215K | ﹤0.01% | 893 |
|
|
2020
Q2 | $332K | Sell |
30,560
-294
| -1% | -$2.3K | ﹤0.01% | 1247 |
|
|
2020
Q1 | $161K | Buy |
30,854
+4,145
| +16% | +$35.1K | ﹤0.01% | 1440 |
|
|
2019
Q4 | $200K | Buy |
26,709
+2,213
| +9% | +$10.7K | ﹤0.01% | 1636 |
|
|
2019
Q3 | $80K | Sell |
24,496
-12,798
| -34% | -$95.7K | ﹤0.01% | 1748 |
|
|
2019
Q2 | $458K | Buy |
37,294
+7,758
| +26% | +$95.2K | ﹤0.01% | 1132 |
|
|
2019
Q1 | $382K | Buy |
+29,536
| New | +$361K | ﹤0.01% | 1192 |
|
Other funds holding BE
VPM
VCM
SA
