EFG Asset Management (Americas)’s Bloom Energy BE Stock Holding History

EFG Asset Management (Americas)’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	$386K	Buy	+4,568	New	+$212K	0.07%	139

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

EFG Asset Management (Americas)'s BE Position: Q3 2025 in Review

EFG Asset Management (Americas) opened a new position in Bloom Energy (BE) in Q3 2025: 4,568 shares worth $386K. The stake represents 0.07% of the portfolio and ranks #139 among its holdings.

600 funds tracked by Wall St. Rank hold BE as of Q3 2025.

EFG Asset Management (Americas) held 4,568 shares of Bloom Energy worth $386K as of Q3 2025.
Bloom Energy was a new EFG Asset Management (Americas) position in Q3 2025.
Bloom Energy made up 0.07% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #139 holding.
600 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.