John G. Ullman & Associates’s Bloom Energy BE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17M	Sell	125,662 -7,113	-5%	-$1.04M	2.26%	9
2025 Q4	$11.5M	Sell	132,775 -92,408	-41%	-$9.71M	1.54%	15
2025 Q3	$19M	Sell	225,183 -57,517	-20%	-$2.67M	2.56%	9
2025 Q2	$6.76M	Sell	282,700 -1,800	-0.6%	-$34.8K	1%	29
2025 Q1	$5.59M	Sell	284,500 -2,700	-0.9%	-$64.5K	0.86%	38
2024 Q4	$6.38M	Buy	287,200 +19,200	+7%	+$337K	0.94%	30
2024 Q3	$2.83M	Buy	268,000 +83,600	+45%	+$992K	0.41%	73
2024 Q2	$2.26M	Buy	184,400 +156,700	+566%	+$2M	0.34%	82
2024 Q1	$311K	Sell	27,700 -53,500	-66%	-$588K	0.05%	144
2023 Q4	$1.2M	Buy	81,200 +29,350	+57%	+$367K	0.19%	90
2023 Q3	$688K	Buy	51,850 +6,360	+14%	+$99.7K	0.11%	109
2023 Q2	$744K	Sell	45,490 -20,100	-31%	-$325K	0.11%	109
2023 Q1	$1.31M	Sell	65,590 -1,600	-2%	-$35K	0.2%	89
2022 Q4	$1.28M	Sell	67,190 -6,000	-8%	-$118K	0.2%	84
2022 Q3	$1.46M	Sell	73,190 -7,400	-9%	-$167K	0.26%	80
2022 Q2	$1.33M	Sell	80,590 -2,900	-3%	-$53.1K	0.21%	83
2022 Q1	$2.02M	Sell	83,490 -15,000	-15%	-$293K	0.28%	73
2021 Q4	$2.16M	Buy	98,490 +1,790	+2%	+$45.3K	0.3%	70
2021 Q3	$1.81M	Buy	+96,700	New	+$2.05M	0.25%	73