Modus Advisors’s Bloom Energy BE Stock Holding History

Modus 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 Q1	–	Sell	-180	Closed	-$4K	–	124
2024 Q4	$4K	Buy	+180	New	+$3.15K	﹤0.01%	262
2021 Q3	–	Sell	-4,738	Closed	-$127K	–	114
2021 Q2	$127K	Buy	+4,738	New	+$115K	0.05%	110

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

Norges Bank Oslo, Norway $935B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Modus Advisors's BE Position: Q1 2025 in Review

Modus Advisors sold out of Bloom Energy (BE) in Q1 2025, closing a stake of 180 shares — an estimated $4K sold.

Modus Advisors first reported a position in BE in Q2 2021 and held it in 2 quarters. The position peaked at $127K in Q2 2021. 369 funds tracked by Wall St. Rank hold BE as of Q1 2025.

Modus Advisors reported no remaining Bloom Energy position as of Q1 2025 after selling out during the quarter.
Modus Advisors sold 180 Bloom Energy shares in Q1 2025, an estimated $4K.
Modus Advisors first reported a position in Bloom Energy in Q2 2021 and held it in 2 quarters.
Modus Advisors's Bloom Energy position peaked at $127K in Q2 2021.
369 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2025.

Based on Modus Advisors's 13F filing for Q1 2025, filed 1 Apr 2025.