M.E. Allison & Co’s Bloom Energy BE Stock Holding History

M.E. Allison & Co’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
2026 Q2	$3.99M	Sell	13,195 -2,380	-15%	-$610K	2.3%	6
2026 Q1	$2.11M	Sell	15,575 -19,550	-56%	-$2.87M	1.4%	14
2025 Q4	$3.05M	Sell	35,125 -1,825	-5%	-$192K	2.07%	10
2025 Q3	$3.12M	Sell	36,950 -14,080	-28%	-$654K	2.18%	8
2025 Q2	$1.22M	Hold	51,030	–	–	0.98%	27
2025 Q1	$1M	Buy	51,030 +19,000	+59%	+$454K	0.99%	26
2024 Q4	$711K	Buy	+32,030	New	+$561K	0.78%	36

Other funds holding BE

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return