EAM
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EFG Asset Management’s Bloom Energy BE Stock Holding History

EFG Asset 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
2025
Q3 		$728K Buy
+8,596
New +$399K 0.09% 167

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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's BE Position: Q3 2025 in Review

EFG Asset Management opened a new position in Bloom Energy (BE) in Q3 2025: 8,596 shares worth $728K. The stake represents 0.09% of the portfolio and ranks #167 among its holdings.

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

  • EFG Asset Management held 8,596 shares of Bloom Energy worth $728K as of Q3 2025.
  • Bloom Energy was a new EFG Asset Management position in Q3 2025.
  • Bloom Energy made up 0.09% of EFG Asset Management's portfolio in Q3 2025, its #167 holding.
  • 600 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.