Gleason Group’s Bloom Energy BE Stock Holding History

Gleason Group’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 Q2	–	Sell	-435	Closed	-$8.55K	–	194
2025 Q1	$8.55K	Hold	435	–	–	﹤0.01%	168
2024 Q4	$9.66K	Hold	435	–	–	﹤0.01%	168
2024 Q3	$4.59K	Hold	435	–	–	﹤0.01%	177
2024 Q2	$5.32K	Hold	435	–	–	﹤0.01%	223
2024 Q1	$4.89K	Hold	435	–	–	﹤0.01%	186
2023 Q4	$6.44K	Hold	435	–	–	﹤0.01%	191
2023 Q3	$5.77K	Hold	435	–	–	﹤0.01%	198
2023 Q2	$7.11K	Hold	435	–	–	﹤0.01%	193
2023 Q1	$8.67K	Hold	435	–	–	﹤0.01%	185
2022 Q4	$8.32K	Hold	435	–	–	﹤0.01%	176
2022 Q3	$9K	Hold	435	–	–	﹤0.01%	177
2022 Q2	$7K	Hold	435	–	–	﹤0.01%	181
2022 Q1	$11K	Hold	435	–	–	﹤0.01%	171
2021 Q4	$10K	Hold	435	–	–	﹤0.01%	158
2021 Q3	$8K	Hold	435	–	–	﹤0.01%	168
2021 Q2	$12K	Hold	435	–	–	﹤0.01%	155
2021 Q1	$12K	Hold	435	–	–	﹤0.01%	145
2020 Q4	$12K	Buy	+435	New	+$9.29K	0.01%	140

Other funds holding BE

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

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Gleason Group's BE Position: Q2 2025 in Review

Gleason Group sold out of Bloom Energy (BE) in Q2 2025, closing a stake of 435 shares — an estimated $8.55K sold.

Gleason Group first reported a position in BE in Q4 2020 and held it in 18 quarters. The position peaked at $12K in Q2 2021. 385 funds tracked by Wall St. Rank hold BE as of Q2 2025.

Gleason Group reported no remaining Bloom Energy position as of Q2 2025 after selling out during the quarter.
Gleason Group sold 435 Bloom Energy shares in Q2 2025, an estimated $8.55K.
Gleason Group first reported a position in Bloom Energy in Q4 2020 and held it in 18 quarters.
Gleason Group's Bloom Energy position peaked at $12K in Q2 2021.
385 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2025.

Based on Gleason Group's 13F filing for Q2 2025, filed 17 Jul 2025.