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Grassi Investment Management’s Bloom Energy BE Stock Holding History

Grassi Investment 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
2024
Q4 		– Sell
-10,000
Closed -$106K – 131
2024
Q3 		$106K Buy
+10,000
New +$119K 0.01% 125
2019
Q3 		– Sell
-26,356
Closed -$323K – 120
2019
Q2 		$323K Hold
26,356
– – 0.05% 100
2019
Q1 		$341K Buy
+26,356
New +$322K 0.05% 111

Other funds holding BE

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Grassi Investment Management's BE Position: Q4 2024 in Review

Grassi Investment Management sold out of Bloom Energy (BE) in Q4 2024, closing a stake of 10,000 shares — an estimated $106K sold.

Grassi Investment Management first reported a position in BE in Q1 2019 and held it in 3 quarters. The position peaked at $341K in Q1 2019. 370 funds tracked by Wall St. Rank hold BE as of Q4 2024.

  • Grassi Investment Management reported no remaining Bloom Energy position as of Q4 2024 after selling out during the quarter.
  • Grassi Investment Management sold 10,000 Bloom Energy shares in Q4 2024, an estimated $106K.
  • Grassi Investment Management first reported a position in Bloom Energy in Q1 2019 and held it in 3 quarters.
  • Grassi Investment Management's Bloom Energy position peaked at $341K in Q1 2019.
  • 370 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2024.

Based on Grassi Investment Management's 13F filing for Q4 2024, filed 13 Jan 2025.