DIM
BE icon

Delta Investment Management’s Bloom Energy BE Stock Holding History

Delta Investment 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
2021
Q2 		– Sell
-100,640
Closed -$2.72M – 171
2021
Q1 		$2.72M Sell
100,640
-394
-0.4% -$12.8K 0.87% 38
2020
Q4 		$2.9M Buy
+101,034
New +$2.16M 0.93% 34

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Delta Investment Management's BE Position: Q2 2021 in Review

Delta Investment Management sold out of Bloom Energy (BE) in Q2 2021, closing a stake of 100,640 shares — an estimated $2.72M sold.

Delta Investment Management first reported a position in BE in Q4 2020 and held it in 2 quarters. The position peaked at $2.9M in Q4 2020. 285 funds tracked by Wall St. Rank hold BE as of Q2 2021.

  • Delta Investment Management reported no remaining Bloom Energy position as of Q2 2021 after selling out during the quarter.
  • Delta Investment Management sold 100,640 Bloom Energy shares in Q2 2021, an estimated $2.72M.
  • Delta Investment Management first reported a position in Bloom Energy in Q4 2020 and held it in 2 quarters.
  • Delta Investment Management's Bloom Energy position peaked at $2.9M in Q4 2020.
  • 285 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2021.

Based on Delta Investment Management's 13F filing for Q2 2021, filed 6 Aug 2021.