Crescent Grove Advisors’s Bloom Energy BE Stock Holding History

Crescent Grove Advisors’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	-3,050	Closed	-$258K	–	299
2025 Q3	$258K	Buy	+3,050	New	+$142K	0.02%	260

Other funds holding BE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Crescent Grove Advisors's BE Position: Q4 2025 in Review

Crescent Grove Advisors sold out of Bloom Energy (BE) in Q4 2025, closing a stake of 3,050 shares — an estimated $258K sold.

Crescent Grove Advisors first reported a position in BE in Q3 2025 and held it in 1 quarter. The position peaked at $258K in Q3 2025. 800 funds tracked by Wall St. Rank hold BE as of Q4 2025.

Crescent Grove Advisors reported no remaining Bloom Energy position as of Q4 2025 after selling out during the quarter.
Crescent Grove Advisors sold 3,050 Bloom Energy shares in Q4 2025, an estimated $258K.
Crescent Grove Advisors first reported a position in Bloom Energy in Q3 2025 and held it in 1 quarter.
Crescent Grove Advisors's Bloom Energy position peaked at $258K in Q3 2025.
800 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2025.

Based on Crescent Grove Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.