Hel Ved Capital Management’s Bloom Energy BE Stock Holding History

Hel Ved Capital 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
2025 Q1	–	Sell	-320,300	Closed	-$7.11M	–	72
2024 Q4	$7.11M	Buy	+320,300	New	+$5.61M	2.08%	13

Other funds holding BE

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Situational Awareness San Francisco, California $13.7B AUM 334.5% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Hel Ved Capital Management's BE Position: Q1 2026 in Review

Hel Ved Capital Management sold out of Bloom Energy (BE) in Q1 2026, closing a stake of 15,850 shares — an estimated $1.38M sold.

Hel Ved Capital Management first reported a position in BE in Q2 2024 and held it in 5 quarters. The position peaked at $5.19M in Q2 2024. 979 funds tracked by Wall St. Rank hold BE as of Q1 2026.

Hel Ved Capital Management reported no remaining Bloom Energy position as of Q1 2026 after selling out during the quarter.
Hel Ved Capital Management sold 15,850 Bloom Energy shares in Q1 2026, an estimated $1.38M.
Hel Ved Capital Management first reported a position in Bloom Energy in Q2 2024 and held it in 5 quarters.
Hel Ved Capital Management's Bloom Energy position peaked at $5.19M in Q2 2024.
979 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2026.

Based on Hel Ved Capital Management's 13F filing for Q1 2026, filed 15 May 2026.