Cresset Asset Management’s Bloom Energy BE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Sell
10,742
-5,450
-34% -$130K ﹤0.01% 1369
2025
Q1
$318K Sell
16,192
-542
-3% -$10.7K ﹤0.01% 1262
2024
Q4
$372K Sell
16,734
-3,354
-17% -$74.5K ﹤0.01% 1211
2024
Q3
$212K Sell
20,088
-888
-4% -$9.38K ﹤0.01% 1927
2024
Q2
$257K Buy
20,976
+2,448
+13% +$30K ﹤0.01% 1744
2024
Q1
$208K Buy
18,528
+626
+3% +$7.04K ﹤0.01% 1740
2023
Q4
$265K Buy
17,902
+507
+3% +$7.5K ﹤0.01% 1527
2023
Q3
$231K Sell
17,395
-240,490
-93% -$3.19M ﹤0.01% 1522
2023
Q2
$4.22M Buy
+257,885
New +$4.22M 0.01% 348