Envestnet Asset Management’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Buy |
31,829
+6,864
| +27% | +$164K | ﹤0.01% | 3429 |
|
|
2025
Q1 | $491K | Buy |
24,965
+7,540
| +43% | +$148K | ﹤0.01% | 3639 |
|
|
2024
Q4 | $387K | Sell |
17,425
-6,966
| -29% | -$155K | ﹤0.01% | 3743 |
|
|
2024
Q3 | $258K | Sell |
24,391
-29,586
| -55% | -$312K | ﹤0.01% | 3905 |
|
|
2024
Q2 | $661K | Buy |
53,977
+23,874
| +79% | +$292K | ﹤0.01% | 3295 |
|
|
2024
Q1 | $338K | Buy |
30,103
+8,447
| +39% | +$94.9K | ﹤0.01% | 3662 |
|
|
2023
Q4 | $321K | Buy |
21,656
+10,679
| +97% | +$158K | ﹤0.01% | 3582 |
|
|
2023
Q3 | $146K | Buy |
+10,977
| New | +$146K | ﹤0.01% | 3814 |
|
|
2023
Q2 | – | Sell |
-18,452
| Closed | -$368K | – | 3959 |
|
|
2023
Q1 | $368K | Buy |
18,452
+1,108
| +6% | +$22.1K | ﹤0.01% | 3345 |
|
|
2022
Q4 | $332K | Sell |
17,344
-680
| -4% | -$13K | ﹤0.01% | 3354 |
|
|
2022
Q3 | $360K | Buy |
18,024
+37
| +0.2% | +$739 | ﹤0.01% | 3234 |
|
|
2022
Q2 | $297K | Sell |
17,987
-1,314
| -7% | -$21.7K | ﹤0.01% | 3357 |
|
|
2022
Q1 | $466K | Buy |
19,301
+1,732
| +10% | +$41.8K | ﹤0.01% | 3157 |
|
|
2021
Q4 | $385K | Sell |
17,569
-47
| -0.3% | -$1.03K | ﹤0.01% | 3239 |
|
|
2021
Q3 | $330K | Buy |
17,616
+3,834
| +28% | +$71.8K | ﹤0.01% | 3236 |
|
|
2021
Q2 | $370K | Sell |
13,782
-1,992
| -13% | -$53.5K | ﹤0.01% | 3155 |
|
|
2021
Q1 | $427K | Buy |
+15,774
| New | +$427K | ﹤0.01% | 2934 |
|
|
2020
Q1 | – | Sell |
-10,453
| Closed | -$78K | – | 2974 |
|
|
2019
Q4 | $78K | Sell |
10,453
-5,670
| -35% | -$42.3K | ﹤0.01% | 3021 |
|
|
2019
Q3 | $52K | Sell |
16,123
-52,872
| -77% | -$171K | ﹤0.01% | 2986 |
|
|
2019
Q2 | $847K | Buy |
68,995
+33,768
| +96% | +$415K | ﹤0.01% | 2065 |
|
|
2019
Q1 | $455K | Buy |
+35,227
| New | +$455K | ﹤0.01% | 2401 |
|