IQ EQ Fund Management’s Bloom Energy BE Stock Holding History

IQ EQ Fund 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 Q4	–	Sell	-4,366	Closed	-$369K	–	299
2025 Q3	$369K	Buy	+4,366	New	+$203K	0.03%	273
2024 Q4	–	Sell	-70,198	Closed	-$741K	–	306
2024 Q3	$741K	Hold	70,198	–	–	0.08%	241
2024 Q2	$859K	Sell	70,198 -1,931	-3%	-$24.6K	0.1%	222
2024 Q1	$811K	Sell	72,129 -1,349	-2%	-$14.8K	0.09%	212
2023 Q4	$1.09M	Buy	+73,478	New	+$919K	0.13%	202

Other funds holding BE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GAMA

Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return

IQ EQ Fund Management's BE Position: Q4 2025 in Review

IQ EQ Fund Management sold out of Bloom Energy (BE) in Q4 2025, closing a stake of 4,366 shares — an estimated $369K sold.

IQ EQ Fund Management first reported a position in BE in Q4 2023 and held it in 5 quarters. The position peaked at $1.09M in Q4 2023. 800 funds tracked by Wall St. Rank hold BE as of Q4 2025.

IQ EQ Fund Management reported no remaining Bloom Energy position as of Q4 2025 after selling out during the quarter.
IQ EQ Fund Management sold 4,366 Bloom Energy shares in Q4 2025, an estimated $369K.
IQ EQ Fund Management first reported a position in Bloom Energy in Q4 2023 and held it in 5 quarters.
IQ EQ Fund Management's Bloom Energy position peaked at $1.09M in Q4 2023.
800 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2025.

Based on IQ EQ Fund Management's 13F filing for Q4 2025, filed 12 Feb 2026.