Glen Eagle Advisors’s Bloom Energy BE Stock Holding History

Glen Eagle Advisors’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
2023 Q2	–	Sell	-200	Closed	-$3.99K	–	1075
2023 Q1	$3.99K	Buy	+200	New	+$4.38K	﹤0.01%	747
2021 Q4	–	Sell	-200	Closed	-$3.74K	–	948
2021 Q3	$3.74K	Hold	200	–	–	﹤0.01%	848
2021 Q2	$5.37K	Hold	200	–	–	﹤0.01%	806
2021 Q1	$5.41K	Hold	200	–	–	﹤0.01%	756
2020 Q4	$5.73K	Hold	200	–	–	﹤0.01%	719
2020 Q3	$3.59K	Buy	+200	New	+$2.98K	﹤0.01%	732

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glen Eagle Advisors's BE Position: Q2 2023 in Review

Glen Eagle Advisors sold out of Bloom Energy (BE) in Q2 2023, closing a stake of 200 shares — an estimated $3.99K sold.

Glen Eagle Advisors first reported a position in BE in Q3 2020 and held it in 6 quarters. The position peaked at $5.73K in Q4 2020. 308 funds tracked by Wall St. Rank hold BE as of Q2 2023.

Glen Eagle Advisors reported no remaining Bloom Energy position as of Q2 2023 after selling out during the quarter.
Glen Eagle Advisors sold 200 Bloom Energy shares in Q2 2023, an estimated $3.99K.
Glen Eagle Advisors first reported a position in Bloom Energy in Q3 2020 and held it in 6 quarters.
Glen Eagle Advisors's Bloom Energy position peaked at $5.73K in Q4 2020.
308 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2023.

Based on Glen Eagle Advisors's 13F filing for Q2 2023, filed 13 Aug 2024.