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Creekmur Asset Management’s Bloom Energy BE Stock Holding History

Creekmur Asset Management’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 		$1.83M Buy
+21,582
New +$1M 0.3% 44
2025
Q1 		– Sell
-19
Closed -$422 – 807
2024
Q4 		$422 Hold
19
– – ﹤0.01% 747
2024
Q3 		$201 Hold
19
– – ﹤0.01% 869
2024
Q2 		$233 Buy
+19
New +$242 ﹤0.01% 895

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
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
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

Creekmur Asset Management's BE Position: Q3 2025 in Review

Creekmur Asset Management opened a new position in Bloom Energy (BE) in Q3 2025: 21,582 shares worth $1.83M. The stake represents 0.3% of the portfolio and ranks #44 among its holdings. This is a return to the name: Creekmur Asset Management previously reported a position in BE as recently as Q4 2024.

Creekmur Asset Management first reported a position in BE in Q2 2024 and has held it in 4 quarters since. 600 funds tracked by Wall St. Rank hold BE as of Q3 2025.

  • Creekmur Asset Management held 21,582 shares of Bloom Energy worth $1.83M as of Q3 2025.
  • Bloom Energy was a new Creekmur Asset Management position in Q3 2025.
  • Bloom Energy made up 0.3% of Creekmur Asset Management's portfolio in Q3 2025, its #44 holding.
  • Creekmur Asset Management first reported a position in Bloom Energy in Q2 2024 and has held it in 4 quarters since.
  • 600 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.