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DAGCO Inc’s Bloom Energy BE Stock Holding History

DAGCO Inc’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
2024
Q2 		– Sell
-1,123
Closed -$12.6K – 220
2024
Q1 		$12.6K Buy
+1,123
New +$12.3K 0.01% 173

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State Street
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Geode Capital Management
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
ClearBridge Investments
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DAGCO Inc's BE Position: Q2 2024 in Review

DAGCO Inc sold out of Bloom Energy (BE) in Q2 2024, closing a stake of 1,123 shares — an estimated $12.6K sold.

DAGCO Inc first reported a position in BE in Q1 2024 and held it in 1 quarter. The position peaked at $12.6K in Q1 2024. 315 funds tracked by Wall St. Rank hold BE as of Q2 2024.

  • DAGCO Inc reported no remaining Bloom Energy position as of Q2 2024 after selling out during the quarter.
  • DAGCO Inc sold 1,123 Bloom Energy shares in Q2 2024, an estimated $12.6K.
  • DAGCO Inc first reported a position in Bloom Energy in Q1 2024 and held it in 1 quarter.
  • DAGCO Inc's Bloom Energy position peaked at $12.6K in Q1 2024.
  • 315 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2024.

Based on DAGCO Inc's 13F filing for Q2 2024, filed 14 Aug 2024.