Encompass Capital Advisors’s Bloom Energy BE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,135,172	Closed	-$15.1M	–	60
2023 Q3	$15.1M	Sell	1,135,172 -864,828	-43%	-$11.5M	0.94%	35
2023 Q2	$32.7M	Buy	2,000,000 +317,044	+19%	+$5.18M	1.91%	23
2023 Q1	$33.5M	Buy	+1,682,956	New	+$33.5M	1.66%	19