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Lindbrook Capital’s Bloom Energy BE Stock Holding History

Lindbrook Capital’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 		$4.95K Buy
252
+93
+58% +$2.22K ﹤0.01% 1954
2024
Q4 		$3.53K Buy
159
+80
+101% +$1.4K ﹤0.01% 2124
2024
Q3 		$834 Sell
79
-503
-86% -$5.97K ﹤0.01% 2543
2024
Q2 		$7.12K Buy
582
+526
+939% +$6.71K ﹤0.01% 1823
2024
Q1 		$629 Sell
56
-67
-54% -$736 ﹤0.01% 2496
2023
Q4 		$1.82K Sell
123
-11
-8% -$138 ﹤0.01% 2289
2023
Q3 		$1.78K Buy
+134
New +$2.1K ﹤0.01% 2169
2023
Q2 		– Sell
-367
Closed -$7.31K – 2724
2023
Q1 		$7.31K Sell
367
-124
-25% -$2.71K ﹤0.01% 1653
2022
Q4 		$9.39K Buy
491
+319
+185% +$6.26K ﹤0.01% 1467
2022
Q3 		$3K Buy
172
+5
+3% +$113 ﹤0.01% 1840
2022
Q2 		$3K Sell
167
-76
-31% -$1.39K ﹤0.01% 1750
2022
Q1 		$6K Buy
+243
New +$4.75K ﹤0.01% 1498
2021
Q3 		– Sell
-66
Closed -$2K – 1854
2021
Q2 		$2K Buy
+66
New +$1.6K ﹤0.01% 1558

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

Lindbrook Capital's BE Position: Q1 2025 in Review

Lindbrook Capital increased its Bloom Energy (BE) stake by 58% in Q1 2025, buying an estimated $2.22K and bringing the position to 252 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

Lindbrook Capital first reported a position in BE in Q2 2021 and has held it in 13 quarters since. The position peaked at $9.39K in Q4 2022. 369 funds tracked by Wall St. Rank hold BE as of Q1 2025.

  • Lindbrook Capital held 252 shares of Bloom Energy worth $4.95K as of Q1 2025.
  • Lindbrook Capital bought 93 Bloom Energy shares in Q1 2025, an estimated $2.22K.
  • Bloom Energy made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1954 holding.
  • Lindbrook Capital first reported a position in Bloom Energy in Q2 2021 and has held it in 13 quarters since.
  • Lindbrook Capital's Bloom Energy position peaked at $9.39K in Q4 2022.
  • 369 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.