LIA
BE icon

Limestone Investment Advisors’s Bloom Energy BE Stock Holding History

Limestone Investment Advisors’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
-2,523
Closed -$213K – 469
2025
Q3 		$213K Buy
+2,523
New +$117K 0.02% 394

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
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

Limestone Investment Advisors's BE Position: Q4 2025 in Review

Limestone Investment Advisors sold out of Bloom Energy (BE) in Q4 2025, closing a stake of 2,523 shares — an estimated $213K sold.

Limestone Investment Advisors first reported a position in BE in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 800 funds tracked by Wall St. Rank hold BE as of Q4 2025.

  • Limestone Investment Advisors reported no remaining Bloom Energy position as of Q4 2025 after selling out during the quarter.
  • Limestone Investment Advisors sold 2,523 Bloom Energy shares in Q4 2025, an estimated $213K.
  • Limestone Investment Advisors first reported a position in Bloom Energy in Q3 2025 and held it in 1 quarter.
  • Limestone Investment Advisors's Bloom Energy position peaked at $213K in Q3 2025.
  • 800 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2025.

Based on Limestone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.