M. Kulyk & Associates’s Bloom Energy BE Stock Holding History

M. Kulyk & Associates’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
2024 Q2	–	Sell	-15,137	Closed	-$170K	–	112
2024 Q1	$170K	Hold	15,137	–	–	0.04%	106
2023 Q4	$224K	Hold	15,137	–	–	0.05%	101
2023 Q3	$201K	Hold	15,137	–	–	0.06%	93
2023 Q2	$247K	Hold	15,137	–	–	0.07%	92
2023 Q1	$302K	Hold	15,137	–	–	0.09%	87
2022 Q4	$289K	Hold	15,137	–	–	0.1%	82
2022 Q3	$303K	Hold	15,137	–	–	0.11%	82
2022 Q2	$250K	Buy	+15,137	New	+$277K	0.08%	86

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

M. Kulyk & Associates's BE Position: Q2 2024 in Review

M. Kulyk & Associates sold out of Bloom Energy (BE) in Q2 2024, closing a stake of 15,137 shares — an estimated $170K sold.

M. Kulyk & Associates first reported a position in BE in Q2 2022 and held it in 8 quarters. The position peaked at $303K in Q3 2022. 315 funds tracked by Wall St. Rank hold BE as of Q2 2024.

M. Kulyk & Associates reported no remaining Bloom Energy position as of Q2 2024 after selling out during the quarter.
M. Kulyk & Associates sold 15,137 Bloom Energy shares in Q2 2024, an estimated $170K.
M. Kulyk & Associates first reported a position in Bloom Energy in Q2 2022 and held it in 8 quarters.
M. Kulyk & Associates's Bloom Energy position peaked at $303K in Q3 2022.
315 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2024.

Based on M. Kulyk & Associates's 13F filing for Q2 2024, filed 5 Aug 2024.