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Harel Insurance Investments & Financial Services’s Bloom Energy BE Stock Holding History

Harel Insurance Investments & Financial Services’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
Q1 		– Sell
-1,168
Closed -$26K – 486
2024
Q4 		$26K Sell
1,168
-2,235
-66% -$39.2K ﹤0.01% 361
2024
Q3 		$36K Sell
3,403
-14,839
-81% -$176K ﹤0.01% 375
2024
Q2 		$223K Sell
18,242
-3,874
-18% -$49.4K ﹤0.01% 250
2024
Q1 		$249K Sell
22,116
-3,268
-13% -$35.9K ﹤0.01% 232
2023
Q4 		$376K Sell
25,384
-7,329
-22% -$91.7K 0.01% 225
2023
Q3 		$434K Sell
32,713
-1,037
-3% -$16.3K 0.01% 205
2023
Q2 		$552K Buy
33,750
+2,942
+10% +$47.5K 0.01% 204
2023
Q1 		$614K Sell
30,808
-984
-3% -$21.5K 0.01% 210
2022
Q4 		$608K Sell
31,792
-2,554
-7% -$50.2K 0.01% 189
2022
Q3 		$693K Sell
34,346
-181
-0.5% -$4.08K 0.02% 183
2022
Q2 		$570K Buy
+34,527
New +$632K 0.01% 231
2021
Q3 		– Sell
-4,000
Closed -$350K – 686
2021
Q2 		$350K Hold
4,000
– – 0.01% 519
2021
Q1 		$362K Sell
4,000
-18,000
-82% -$587K 0.01% 537
2020
Q4 		$2.03M Buy
+22,000
New +$470K 0.05% 179
2020
Q3 		– Sell
-15,000
Closed -$163K – 628
2020
Q2 		$163K Buy
+15,000
New +$117K 0.01% 276

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Harel Insurance Investments & Financial Services's BE Position: Q1 2025 in Review

Harel Insurance Investments & Financial Services sold out of Bloom Energy (BE) in Q1 2025, closing a stake of 1,168 shares — an estimated $26K sold.

Harel Insurance Investments & Financial Services first reported a position in BE in Q2 2020 and held it in 15 quarters. The position peaked at $2.03M in Q4 2020. 369 funds tracked by Wall St. Rank hold BE as of Q1 2025.

  • Harel Insurance Investments & Financial Services reported no remaining Bloom Energy position as of Q1 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,168 Bloom Energy shares in Q1 2025, an estimated $26K.
  • Harel Insurance Investments & Financial Services first reported a position in Bloom Energy in Q2 2020 and held it in 15 quarters.
  • Harel Insurance Investments & Financial Services's Bloom Energy position peaked at $2.03M in Q4 2020.
  • 369 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.